+22.3%
DIS vs HPQ
+216.0%
-193.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.9% | -5.8% | -2.5% |
| 7D | -3.5% | +2.2% | -5.8% | -4.4% |
| 30D | +1.0% | +9.7% | -8.8% | -2.6% |
| 3M | +5.7% | +32.7% | -27.0% | -4.9% |
| 6M | +3.3% | +77.7% | -74.4% | -17.8% |
| YTD | -7.7% | +51.0% | -58.7% | -22.2% |
| 1Y | -10.0% | +18.4% | -28.4% | -17.6% |
| 3Y | +31.7% | +25.6% | +6.1% | +12.9% |
| 5Y | -42.2% | +38.6% | -80.8% | -53.6% |
| 10Y | +22.3% | +226.1% | -203.8% | -25.1% |
| All | +22.3% | +216.0% | -193.7% | -25.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling