+1,663.1%
DIS vs HPQ
+2,642.6%
-979.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.7% | +2.8% | +2.2% |
| 7D | +5.3% | -0.6% | +5.9% | +5.5% |
| 30D | +10.2% | -6.5% | +16.7% | +12.0% |
| 3M | +13.5% | -5.1% | +18.6% | +13.7% |
| 6M | +11.1% | +27.3% | -16.2% | +0.7% |
| YTD | +5.5% | +31.7% | -26.2% | -6.0% |
| 1Y | +9.1% | +13.0% | -3.8% | +1.4% |
| 3Y | +36.0% | +18.3% | +17.7% | +21.3% |
| 5Y | -29.8% | +7.4% | -37.2% | -36.5% |
| 10Y | +36.6% | +154.8% | -118.2% | -7.9% |
| All | +1,663.1% | +2,642.6% | -979.5% | +438.8% |
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