+291.5%
C vs HPQ
+231.8%
+59.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | 0.0% |
| 7D | +0.3% | +3.5% | -3.2% | -1.4% |
| 30D | +2.0% | +13.7% | -11.7% | -4.1% |
| 3M | +4.4% | +33.9% | -29.5% | -9.8% |
| 6M | +28.3% | +80.9% | -52.6% | -6.6% |
| YTD | +20.5% | +52.6% | -32.1% | -5.1% |
| 1Y | +45.5% | +21.2% | +24.3% | +27.4% |
| 3Y | +274.0% | +26.9% | +247.1% | +204.8% |
| 5Y | +136.1% | +41.1% | +95.0% | +69.1% |
| All | +291.5% | +231.8% | +59.7% | +88.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling