+164.9%
ASML vs HPQ
+22.3%
+142.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.2% | +1.9% | +3.6% |
| 7D | +1.1% | +6.9% | -5.8% | -0.7% |
| 30D | +2.2% | +14.4% | -12.3% | -1.7% |
| 3M | -2.3% | +25.6% | -27.9% | -9.1% |
| 6M | +23.0% | +75.0% | -52.1% | -0.3% |
| YTD | +61.1% | +50.7% | +10.4% | +38.1% |
| 1Y | +129.1% | +18.7% | +110.5% | +116.8% |
| All | +164.9% | +22.3% | +142.6% | +128.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling