+51.3%
GEV vs HPQ
+30.7%
+20.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +8.4% | -4.8% | +4.4% |
| 7D | +1.6% | +9.8% | -8.1% | +2.6% |
| 30D | -7.9% | +22.4% | -30.3% | -6.0% |
| 3M | +5.6% | +45.2% | -39.5% | +9.4% |
| 6M | +13.1% | +96.4% | -83.4% | +11.7% |
| YTD | +46.7% | +65.4% | -18.7% | +54.6% |
| 1Y | +51.3% | +31.6% | +19.7% | +79.6% |
| All | +51.3% | +30.7% | +20.6% | +79.6% |
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