-31.3%
BABA vs HPQ
+32.3%
-63.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.2% | -0.9% | +0.6% |
| 7D | -4.8% | +6.9% | -11.7% | -6.7% |
| 30D | -11.9% | +14.4% | -26.3% | -15.6% |
| 3M | -9.3% | +25.6% | -34.9% | -15.9% |
| 6M | -14.2% | +75.0% | -89.3% | -30.1% |
| YTD | -22.0% | +50.7% | -72.7% | -33.2% |
| 1Y | -12.7% | +18.7% | -31.4% | -18.8% |
| 3Y | +26.7% | +21.5% | +5.1% | +10.6% |
| All | -31.3% | +32.3% | -63.6% | -42.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling