+1,504.8%
ASML vs HPQ
+163.2%
+1,341.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.7% | +6.9% | +6.5% |
| 7D | -0.8% | -0.6% | -0.2% | -0.8% |
| 30D | -14.9% | -6.5% | -8.4% | -13.2% |
| 3M | -13.0% | -5.1% | -7.9% | -13.2% |
| 6M | -4.7% | +27.3% | -32.0% | -20.2% |
| YTD | +42.3% | +31.7% | +10.6% | +15.5% |
| 1Y | +49.7% | +13.0% | +36.7% | +30.6% |
| 3Y | +144.3% | +18.3% | +126.0% | +98.4% |
| 5Y | +86.4% | +7.4% | +79.0% | +57.9% |
| 10Y | +1,504.8% | +154.8% | +1,350.1% | +824.0% |
| All | +1,504.8% | +163.2% | +1,341.6% | +824.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded HPQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling