-7.3%
DIS vs HPQ
+21.0%
-28.3%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.5% | +1.5% |
| 7D | -1.3% | +3.5% | -4.8% | -1.6% |
| 30D | +2.2% | +13.7% | -11.5% | +0.8% |
| 3M | +8.1% | +33.9% | -25.7% | +4.8% |
| 6M | +5.2% | +80.9% | -75.7% | -2.3% |
| YTD | -6.3% | +52.6% | -58.8% | -11.1% |
| 1Y | -7.3% | +21.2% | -28.5% | -10.1% |
| All | -7.3% | +21.0% | -28.3% | -10.1% |
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