+74.3%
F vs HPQ
+155.5%
-81.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -1.0% |
| 7D | +1.0% | +0.5% | +0.4% | +0.7% |
| 30D | +2.1% | -5.9% | +8.0% | +4.0% |
| 3M | -10.3% | -3.7% | -6.6% | -10.6% |
| 6M | +3.3% | +28.1% | -24.8% | -11.0% |
| YTD | -2.0% | +32.5% | -34.5% | -17.8% |
| 1Y | -2.3% | +18.1% | -20.4% | -13.9% |
| 3Y | +49.9% | +16.4% | +33.5% | +26.6% |
| 5Y | -12.5% | +8.9% | -21.3% | -24.6% |
| 10Y | +74.3% | +157.6% | -83.4% | +1.1% |
| All | +74.3% | +155.5% | -81.2% | +1.1% |
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