+358.3%
DELL vs HPQ
+30.7%
+327.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +8.4% | +3.6% | +5.4% |
| 7D | +8.2% | +9.8% | -1.5% | +0.5% |
| 30D | +17.1% | +22.4% | -5.3% | -1.2% |
| 3M | +45.2% | +45.2% | 0.0% | +2.6% |
| 6M | +286.8% | +96.4% | +190.3% | +117.4% |
| YTD | +354.8% | +65.4% | +289.4% | +186.5% |
| 1Y | +358.3% | +31.6% | +326.7% | +236.2% |
| All | +358.3% | +30.7% | +327.5% | +236.2% |
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 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