+15.7%
BABA vs HPQ
+155.5%
-139.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.6% | -3.1% | -2.7% |
| 7D | +2.4% | +0.5% | +1.8% | +2.2% |
| 30D | -7.8% | -5.9% | -1.9% | -6.6% |
| 3M | -22.4% | -3.7% | -18.7% | -22.8% |
| 6M | -26.0% | +28.1% | -54.1% | -33.6% |
| YTD | -29.3% | +32.5% | -61.8% | -37.8% |
| 1Y | -37.5% | +18.1% | -55.6% | -43.1% |
| 3Y | +31.9% | +16.4% | +15.5% | +16.1% |
| 5Y | -33.4% | +8.9% | -42.3% | -40.7% |
| 10Y | +15.7% | +157.6% | -141.9% | -21.1% |
| All | +15.7% | +155.5% | -139.8% | -21.1% |
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