-11.0%
BA vs HPQ
+12.4%
-23.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.6% |
| 7D | 0.0% | +0.5% | -0.5% | 0.0% |
| 30D | -8.9% | -5.9% | -3.0% | -8.7% |
| 3M | -25.5% | -3.7% | -21.8% | -25.4% |
| 6M | -27.0% | +28.1% | -55.0% | -27.3% |
| YTD | -20.1% | +32.5% | -52.6% | -19.4% |
| 1Y | -11.0% | +18.1% | -29.1% | -8.9% |
| All | -11.0% | +12.4% | -23.4% | -8.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling