+1,145.9%
DELL vs HPQ
+51.9%
+1,094.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -1.1% |
| 3M | +45.2% | +45.2% | 0.0% | +4.6% |
| 6M | +286.8% | +96.4% | +190.3% | +123.5% |
| YTD | +354.8% | +65.4% | +289.4% | +200.1% |
| 1Y | +358.3% | +31.6% | +326.7% | +257.8% |
| 3Y | +724.9% | +37.0% | +687.9% | +518.0% |
| All | +1,145.9% | +51.9% | +1,094.1% | +833.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling