+24.5%
BX vs HPQ
+36.4%
-11.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +8.4% | -5.9% | -0.5% |
| 7D | -5.6% | +9.8% | -15.4% | -8.8% |
| 30D | -12.2% | +22.4% | -34.6% | -18.8% |
| 3M | +7.4% | +45.2% | -37.8% | -7.4% |
| 6M | +22.2% | +96.4% | -74.3% | -9.5% |
| YTD | -14.0% | +65.4% | -79.4% | -31.0% |
| 1Y | -27.3% | +31.6% | -58.9% | -35.2% |
| 3Y | +24.5% | +37.0% | -12.5% | -9.4% |
| All | +24.5% | +36.4% | -11.8% | -9.4% |
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 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