+1,470.1%
BA vs HPQ
+2,663.0%
-1,192.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.3% | +3.9% | +1.5% |
| 7D | +1.1% | -1.1% | +2.2% | +1.3% |
| 30D | -7.9% | -11.7% | +3.8% | -5.1% |
| 3M | -25.3% | +2.0% | -27.3% | -26.7% |
| 6M | -24.6% | +35.9% | -60.4% | -32.8% |
| YTD | -20.1% | +32.7% | -52.8% | -28.9% |
| 1Y | -11.8% | +14.3% | -26.0% | -18.2% |
| 3Y | -10.1% | +17.8% | -28.0% | -19.5% |
| 5Y | -22.7% | +7.6% | -30.3% | -29.8% |
| 10Y | +35.1% | +171.7% | -136.6% | -3.7% |
| All | +1,470.1% | +2,663.0% | -1,192.9% | +449.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling