+11.7%
DASH vs HPQ
+71.9%
-60.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.2% | -6.8% | -5.5% |
| 7D | -10.6% | +6.9% | -17.5% | -13.0% |
| 30D | +2.2% | +14.4% | -12.3% | -3.5% |
| 3M | +32.3% | +25.6% | +6.7% | +19.6% |
| 6M | +19.1% | +75.0% | -55.9% | -8.1% |
| YTD | -6.5% | +50.7% | -57.2% | -23.1% |
| 1Y | -14.9% | +18.7% | -33.5% | -22.5% |
| 3Y | +151.9% | +21.5% | +130.4% | +110.8% |
| 5Y | +9.4% | +31.6% | -22.1% | -8.8% |
| All | +11.7% | +71.9% | -60.2% | -26.8% |
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