+319.1%
DELL vs HPQ
+19.5%
+299.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.2% | -0.7% | -0.3% |
| 7D | +14.9% | +6.9% | +7.9% | +8.8% |
| 30D | +13.3% | +14.4% | -1.2% | +0.8% |
| 3M | +24.4% | +25.6% | -1.2% | 0.0% |
| 6M | +258.0% | +75.0% | +183.0% | +121.0% |
| YTD | +320.2% | +50.7% | +269.5% | +185.5% |
| 1Y | +319.1% | +18.7% | +300.4% | +220.3% |
| All | +319.1% | +19.5% | +299.6% | +220.3% |
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