+1,683.3%
BE vs HPQ
+24.5%
+1,658.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +4.9% | -7.8% | -4.5% |
| 7D | +23.9% | +2.2% | +21.7% | +22.7% |
| 30D | +27.8% | +9.7% | +18.1% | +23.2% |
| 3M | +3.7% | +32.7% | -29.0% | -9.2% |
| 6M | +78.0% | +77.7% | +0.2% | +27.1% |
| YTD | +209.9% | +51.0% | +158.9% | +142.4% |
| 1Y | +389.6% | +18.4% | +371.2% | +357.4% |
| All | +1,683.3% | +24.5% | +1,658.8% | +1,017.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling