+44.8%
C vs HPQ
+19.8%
+25.0%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.9% | -4.1% | +0.4% |
| 7D | +2.6% | +2.2% | +0.3% | +2.4% |
| 30D | +1.9% | +9.7% | -7.8% | +1.0% |
| 3M | +2.8% | +32.7% | -29.9% | +0.1% |
| 6M | +30.6% | +77.7% | -47.2% | +20.5% |
| YTD | +19.9% | +51.0% | -31.1% | +15.5% |
| All | +44.8% | +19.8% | +25.0% | +49.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling