+424.5%
GE vs HPQ
+37.8%
+386.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +4.9% | -7.8% | -4.0% |
| 7D | -1.2% | +2.2% | -3.5% | -1.8% |
| 30D | -11.3% | +9.7% | -21.0% | -13.4% |
| 3M | -1.4% | +32.7% | -34.1% | -8.7% |
| 6M | +1.2% | +77.7% | -76.5% | -14.9% |
| YTD | +5.9% | +51.0% | -45.1% | -6.6% |
| 1Y | +18.4% | +18.4% | 0.0% | +12.2% |
| 3Y | +271.0% | +25.6% | +245.4% | +228.3% |
| All | +424.5% | +37.8% | +386.7% | +348.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling