+40.3%
BMY vs HPQ
+30.7%
+9.5%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +8.4% | -8.6% | -0.6% |
| 7D | -4.8% | +9.8% | -14.5% | -5.2% |
| 30D | -0.1% | +22.4% | -22.4% | -1.2% |
| 3M | +13.1% | +45.2% | -32.0% | +11.1% |
| 6M | +8.4% | +96.4% | -88.0% | +4.1% |
| YTD | +22.0% | +65.4% | -43.4% | +18.0% |
| 1Y | +40.3% | +31.6% | +8.7% | +39.4% |
| All | +40.3% | +30.7% | +9.5% | +39.4% |
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