-8.8%
BA vs HPQ
+11.9%
-20.7%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.5% | +3.8% | -0.4% |
| 7D | +2.5% | -0.5% | +2.9% | +2.5% |
| 30D | -10.1% | +3.7% | -13.8% | -10.4% |
| 3M | -2.4% | +24.3% | -26.7% | -3.8% |
| 6M | -8.8% | +64.8% | -73.6% | -12.5% |
| YTD | -2.9% | +43.9% | -46.8% | -4.5% |
| 1Y | -8.8% | +11.7% | -20.4% | -6.2% |
| All | -8.8% | +11.9% | -20.7% | -6.2% |
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