+8.3%
DIS vs HPQ
+18.6%
-10.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +5.9% | -1.7% | +3.8% |
| 7D | +9.1% | -7.8% | +16.9% | +9.5% |
| 30D | +14.8% | -4.9% | +19.7% | +14.9% |
| 3M | +21.2% | +4.9% | +16.3% | +19.9% |
| 6M | +18.3% | +47.1% | -28.8% | +13.5% |
| YTD | +5.4% | +39.5% | -34.2% | +0.4% |
| 1Y | +8.3% | +21.3% | -13.0% | +3.1% |
| All | +8.3% | +18.6% | -10.4% | +3.1% |
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