+101.8%
DASH vs HPQ
+17.1%
+84.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.3% | +3.2% | +0.5% |
| 7D | +0.4% | -1.1% | +1.5% | +0.7% |
| 30D | -6.0% | -11.7% | +5.7% | -4.0% |
| 3M | -15.8% | +2.0% | -17.7% | -17.1% |
| 6M | +7.0% | +35.9% | -28.9% | -2.2% |
| YTD | -20.7% | +32.7% | -53.3% | -27.4% |
| 1Y | -8.5% | +14.3% | -22.8% | -12.9% |
| 3Y | +101.8% | +17.8% | +84.0% | +68.2% |
| All | +101.8% | +17.1% | +84.7% | +68.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling