+105.9%
GILD vs HPQ
+36.4%
+69.5%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +8.4% | -9.2% | -1.4% |
| 7D | -4.8% | +9.8% | -14.6% | -5.5% |
| 30D | +5.8% | +22.4% | -16.6% | +4.1% |
| 3M | +14.9% | +45.2% | -30.2% | +11.7% |
| 6M | -0.4% | +96.4% | -96.8% | -5.7% |
| YTD | +18.5% | +65.4% | -46.9% | +13.8% |
| 1Y | +25.1% | +31.6% | -6.5% | +22.7% |
| 3Y | +105.9% | +37.0% | +68.9% | +81.1% |
| All | +105.9% | +36.4% | +69.5% | +81.1% |
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 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