+912.2%
BX vs HPQ
+160.1%
+752.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +4.9% | -8.6% | -6.2% |
| 7D | -5.7% | +2.2% | -7.9% | -7.0% |
| 30D | -8.9% | +9.7% | -18.6% | -13.9% |
| 3M | +8.4% | +32.7% | -24.3% | -8.0% |
| 6M | +18.9% | +77.7% | -58.8% | -15.7% |
| YTD | -13.6% | +51.0% | -64.6% | -33.5% |
| 1Y | -22.4% | +18.4% | -40.8% | -32.5% |
| 3Y | +26.0% | +25.6% | +0.4% | +2.4% |
| 5Y | +18.8% | +38.6% | -19.9% | -9.8% |
| 10Y | +668.7% | +226.1% | +442.6% | +227.5% |
| All | +912.2% | +160.1% | +752.1% | +353.6% |
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