+26.2%
BAC vs HPQ
+30.7%
-4.6%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +8.4% | -8.2% | -0.5% |
| 7D | 0.0% | +9.8% | -9.7% | -0.8% |
| 30D | -2.8% | +22.4% | -25.1% | -4.4% |
| 3M | +14.2% | +45.2% | -30.9% | +10.4% |
| 6M | +30.5% | +96.4% | -65.9% | +19.3% |
| YTD | +15.8% | +65.4% | -49.6% | +9.5% |
| 1Y | +26.2% | +31.6% | -5.4% | +24.7% |
| All | +26.2% | +30.7% | -4.6% | +24.7% |
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