+4,782.6%
DELL vs HPQ
+218.7%
+4,563.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.9% | -4.7% | -3.0% |
| 7D | +8.7% | +2.2% | +6.5% | +6.9% |
| 30D | +16.9% | +9.7% | +7.1% | +9.0% |
| 3M | +40.4% | +32.7% | +7.7% | +13.4% |
| 6M | +267.1% | +77.7% | +189.4% | +149.5% |
| YTD | +329.1% | +51.0% | +278.1% | +224.0% |
| 1Y | +346.9% | +18.4% | +328.5% | +291.7% |
| 3Y | +696.6% | +25.6% | +671.1% | +575.3% |
| 5Y | +1,106.2% | +38.6% | +1,067.6% | +874.2% |
| 10Y | +4,177.7% | +226.1% | +3,951.6% | +2,191.2% |
| All | +4,782.6% | +218.7% | +4,563.9% | +2,557.3% |
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 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