+25.7%
C vs HPQ
+22.4%
+3.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.1% |
| 7D | +4.2% | +3.2% | +1.0% | +4.0% |
| 30D | +2.0% | -3.6% | +5.6% | +2.1% |
| 3M | -10.1% | -5.3% | -4.8% | -10.1% |
| 6M | +1.0% | +41.1% | -40.2% | -0.8% |
| YTD | +8.5% | +36.9% | -28.4% | +7.2% |
| 1Y | +25.7% | +23.5% | +2.2% | +26.0% |
| All | +25.7% | +22.4% | +3.3% | +26.0% |
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