+911.5%
BE vs HPQ
+88.7%
+822.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +2.2% | +5.1% | +5.9% |
| 7D | +20.0% | +6.9% | +13.0% | +15.0% |
| 30D | +7.9% | +14.4% | -6.5% | -2.0% |
| 3M | -13.2% | +25.6% | -38.8% | -28.2% |
| 6M | +53.5% | +75.0% | -21.6% | -5.3% |
| YTD | +191.0% | +50.7% | +140.3% | +96.5% |
| 1Y | +360.5% | +18.7% | +341.9% | +275.6% |
| 3Y | +1,568.0% | +21.5% | +1,546.5% | +1,178.3% |
| 5Y | +1,055.2% | +31.6% | +1,023.6% | +709.1% |
| All | +911.5% | +88.7% | +822.8% | +318.1% |
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