+158.1%
DASH vs HPQ
+23.9%
+134.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.2% | -6.8% | -5.1% |
| 7D | -10.6% | +6.9% | -17.5% | -12.0% |
| 30D | +2.2% | +14.4% | -12.3% | -1.3% |
| 3M | +32.3% | +25.6% | +6.7% | +24.5% |
| 6M | +19.1% | +75.0% | -55.9% | +1.8% |
| YTD | -6.5% | +50.7% | -57.2% | -16.6% |
| 1Y | -14.9% | +18.7% | -33.5% | -18.7% |
| All | +158.1% | +23.9% | +134.3% | +91.1% |
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 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