+82.7%
ASML vs HPQ
+11.1%
+71.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.8% |
| 7D | +4.9% | +3.2% | +1.8% | +3.7% |
| 30D | -9.3% | -3.6% | -5.7% | -8.7% |
| 3M | -19.0% | -5.3% | -13.7% | -18.9% |
| 6M | -5.2% | +41.1% | -46.4% | -23.8% |
| YTD | +40.6% | +36.9% | +3.7% | +13.5% |
| 1Y | +47.5% | +23.5% | +24.0% | +25.1% |
| 3Y | +133.9% | +19.6% | +114.3% | +87.1% |
| All | +82.7% | +11.1% | +71.6% | +53.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling