+668.0%
BE vs HPQ
+71.4%
+596.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.7% | -6.6% | -5.9% |
| 7D | +10.8% | +3.2% | +7.7% | +8.7% |
| 30D | -19.8% | -3.6% | -16.2% | -19.0% |
| 3M | -18.7% | -5.3% | -13.4% | -18.5% |
| 6M | -33.7% | +41.1% | -74.9% | -53.1% |
| YTD | +121.0% | +36.9% | +84.1% | +54.1% |
| 1Y | +85.4% | +23.5% | +61.9% | +39.8% |
| 3Y | +1,709.5% | +19.6% | +1,689.9% | +1,245.5% |
| 5Y | +462.2% | +11.4% | +450.8% | +332.7% |
| All | +668.0% | +71.4% | +596.6% | +227.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling