+26.6%
BA vs HPQ
+155.5%
-128.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.3% |
| 7D | 0.0% | +0.5% | -0.5% | -0.3% |
| 30D | -8.9% | -5.9% | -3.0% | -7.2% |
| 3M | -25.5% | -3.7% | -21.8% | -26.0% |
| 6M | -27.0% | +28.1% | -55.0% | -38.2% |
| YTD | -20.1% | +32.5% | -52.6% | -34.6% |
| 1Y | -11.0% | +18.1% | -29.1% | -23.2% |
| 3Y | -11.8% | +16.4% | -28.3% | -29.1% |
| 5Y | -20.6% | +8.9% | -29.5% | -37.1% |
| 10Y | +26.6% | +157.6% | -131.0% | -34.3% |
| All | +26.6% | +155.5% | -128.9% | -34.3% |
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