-6.1%
F vs HPQ
+22.4%
-28.5%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.2% |
| 7D | -3.1% | +3.2% | -6.3% | -3.7% |
| 30D | 0.0% | -3.6% | +3.6% | +0.3% |
| 3M | -13.2% | -5.3% | -7.9% | -12.9% |
| 6M | -10.2% | +41.1% | -51.3% | -18.6% |
| YTD | -4.9% | +36.9% | -41.8% | -12.1% |
| 1Y | -6.1% | +23.5% | -29.6% | -11.1% |
| All | -6.1% | +22.4% | -28.5% | -11.1% |
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