+2,841.0%
GE vs HPQ
+2,750.4%
+90.6%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | -0.2% |
| 7D | +2.7% | +3.2% | -0.5% | +1.7% |
| 30D | +8.1% | -3.6% | +11.7% | +8.8% |
| 3M | -7.9% | -5.3% | -2.6% | -7.5% |
| 6M | +12.9% | +41.1% | -28.2% | -1.1% |
| YTD | +8.2% | +36.9% | -28.7% | -5.5% |
| 1Y | +9.7% | +23.5% | -13.9% | -1.5% |
| 3Y | +266.1% | +19.6% | +246.5% | +222.0% |
| 5Y | +407.4% | +11.4% | +396.0% | +348.0% |
| 10Y | +150.3% | +160.6% | -10.3% | +68.4% |
| All | +2,841.0% | +2,750.4% | +90.6% | +787.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling