+1,163.5%
C vs HPQ
+3,038.3%
-1,874.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.5% | -1.2% |
| 7D | +3.6% | +6.9% | -3.3% | +0.9% |
| 30D | +0.1% | +14.4% | -14.4% | -5.4% |
| 3M | +2.4% | +25.6% | -23.2% | -7.4% |
| 6M | +24.9% | +75.0% | -50.1% | -3.0% |
| YTD | +19.8% | +50.7% | -30.9% | -1.6% |
| 1Y | +44.9% | +18.7% | +26.2% | +29.9% |
| 3Y | +263.0% | +21.5% | +241.5% | +213.5% |
| 5Y | +129.5% | +31.6% | +98.0% | +85.7% |
| 10Y | +291.6% | +216.1% | +75.6% | +120.8% |
| All | +1,163.5% | +3,038.3% | -1,874.8% | +203.0% |
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 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