-8.2%
DHR vs HPQ
+36.4%
-44.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +8.4% | -8.6% | -1.6% |
| 7D | -3.6% | +9.8% | -13.4% | -5.2% |
| 30D | -2.7% | +22.4% | -25.1% | -6.3% |
| 3M | +10.9% | +45.2% | -34.2% | +3.3% |
| 6M | +3.0% | +96.4% | -93.4% | -11.7% |
| YTD | -12.2% | +65.4% | -77.6% | -21.5% |
| 1Y | +3.3% | +31.6% | -28.3% | -2.2% |
| 3Y | -8.2% | +37.0% | -45.2% | -20.4% |
| All | -8.2% | +36.4% | -44.6% | -20.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling