+143.3%
DELL vs HPQ
+18.6%
+124.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +5.9% | -14.7% | -13.1% |
| 7D | -24.6% | -7.8% | -16.8% | -20.0% |
| 30D | -32.5% | -4.9% | -27.6% | -31.1% |
| 3M | -20.2% | +4.9% | -25.1% | -26.1% |
| 6M | +76.5% | +47.1% | +29.4% | +17.3% |
| YTD | +198.9% | +39.5% | +159.4% | +104.3% |
| 1Y | +143.3% | +21.3% | +122.1% | +86.3% |
| All | +143.3% | +18.6% | +124.7% | +86.3% |
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