+24.3%
BMY vs HPQ
+51.9%
-27.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +8.4% | -8.6% | -0.9% |
| 7D | -4.8% | +9.8% | -14.5% | -5.6% |
| 30D | -0.1% | +22.4% | -22.4% | -2.0% |
| 3M | +13.1% | +45.2% | -32.0% | +9.2% |
| 6M | +8.4% | +96.4% | -88.0% | +1.1% |
| YTD | +22.0% | +65.4% | -43.4% | +15.6% |
| 1Y | +40.3% | +31.6% | +8.7% | +35.9% |
| 3Y | +20.5% | +37.0% | -16.5% | +14.3% |
| All | +24.3% | +51.9% | -27.6% | +16.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling