+22.5%
F vs HPQ
+17.7%
+4.8%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +4.9% | -8.9% | -4.9% |
| 7D | -4.9% | +2.2% | -7.1% | -5.3% |
| 30D | -2.9% | +9.7% | -12.6% | -5.0% |
| 3M | -9.1% | +32.7% | -41.8% | -15.0% |
| 6M | +12.9% | +77.7% | -64.8% | -0.6% |
| YTD | +6.1% | +51.0% | -44.9% | -3.4% |
| 1Y | +22.5% | +18.4% | +4.1% | +16.0% |
| All | +22.5% | +17.7% | +4.8% | +16.0% |
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