+218.3%
C vs HPQ
+164.1%
+54.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.3% | +0.8% |
| 7D | -0.4% | -3.2% | +2.8% | +1.0% |
| 30D | -5.3% | -3.0% | -2.3% | -4.8% |
| 3M | -8.0% | +0.6% | -8.6% | -10.3% |
| 6M | -0.3% | +36.6% | -36.8% | -17.7% |
| YTD | +8.6% | +35.0% | -26.4% | -11.3% |
| 1Y | +25.8% | +23.1% | +2.7% | +7.1% |
| 3Y | +221.2% | +18.6% | +202.5% | +163.7% |
| 5Y | +113.6% | +10.3% | +103.2% | +71.6% |
| 10Y | +218.3% | +157.1% | +61.3% | +63.1% |
| All | +218.3% | +164.1% | +54.2% | +63.1% |
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