+261.3%
GE vs HPQ
+25.8%
+235.5%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.5% |
| 7D | -2.8% | +3.5% | -6.3% | -3.3% |
| 30D | -11.9% | +13.7% | -25.6% | -13.5% |
| 3M | +1.8% | +33.9% | -32.0% | -2.4% |
| 6M | -0.6% | +80.9% | -81.5% | -10.3% |
| YTD | +5.5% | +52.6% | -47.1% | -1.3% |
| 1Y | +15.0% | +21.2% | -6.3% | +13.1% |
| All | +261.3% | +25.8% | +235.5% | +221.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling