+309.8%
BE vs HPQ
+30.7%
+279.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +8.4% | -1.7% | +6.9% |
| 7D | +9.0% | +9.8% | -0.7% | +9.4% |
| 30D | +16.3% | +22.4% | -6.1% | +17.1% |
| 3M | +10.8% | +45.2% | -34.4% | +10.5% |
| 6M | +73.2% | +96.4% | -23.2% | +50.4% |
| YTD | +217.4% | +65.4% | +152.0% | +217.0% |
| 1Y | +309.8% | +31.6% | +278.2% | +441.9% |
| All | +309.8% | +30.7% | +279.0% | +441.9% |
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