+31.0%
F vs HPQ
+19.5%
+11.5%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.2% | -0.8% | +1.0% |
| 7D | +5.3% | +6.9% | -1.6% | +3.8% |
| 30D | +4.6% | +14.4% | -9.9% | +1.3% |
| 3M | -3.7% | +25.6% | -29.3% | -8.8% |
| 6M | +16.8% | +75.0% | -58.2% | +3.0% |
| YTD | +15.3% | +50.7% | -35.4% | +5.0% |
| 1Y | +31.0% | +18.7% | +12.4% | +23.5% |
| All | +31.0% | +19.5% | +11.5% | +23.5% |
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