+232.7%
GLW vs HPQ
+11.1%
+221.7%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.7% | -6.0% | -4.7% |
| 7D | +7.7% | +3.2% | +4.6% | +6.9% |
| 30D | -18.8% | -3.6% | -15.2% | -18.5% |
| 3M | -27.7% | -5.3% | -22.5% | -27.5% |
| 6M | -44.4% | +41.1% | -85.6% | -52.4% |
| YTD | +31.3% | +36.9% | -5.6% | +12.7% |
| 1Y | +40.0% | +23.5% | +16.5% | +25.0% |
| 3Y | +339.2% | +19.6% | +319.7% | +279.9% |
| All | +232.7% | +11.1% | +221.7% | +196.7% |
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