-1.8%
BA vs HPQ
+23.9%
-25.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.4% | +0.4% |
| 7D | +1.2% | +6.9% | -5.8% | -0.1% |
| 30D | -11.6% | +14.4% | -26.1% | -14.0% |
| 3M | -2.4% | +25.6% | -28.0% | -7.0% |
| 6M | -6.6% | +75.0% | -81.7% | -18.4% |
| YTD | -2.2% | +50.7% | -52.9% | -11.2% |
| 1Y | -8.0% | +18.7% | -26.7% | -11.0% |
| All | -1.8% | +23.9% | -25.6% | -16.8% |
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