+780.7%
GOOG vs HPQ
+259.7%
+520.9%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +8.4% | -6.9% | -1.0% |
| 7D | 0.0% | +9.8% | -9.7% | -2.9% |
| 30D | -2.0% | +22.4% | -24.3% | -8.2% |
| 3M | -5.9% | +45.2% | -51.0% | -16.8% |
| 6M | +8.9% | +96.4% | -87.5% | -14.2% |
| YTD | +7.1% | +65.4% | -58.3% | -11.0% |
| 1Y | +39.7% | +31.6% | +8.1% | +24.6% |
| 3Y | +145.8% | +37.0% | +108.8% | +106.5% |
| 5Y | +138.6% | +53.0% | +85.6% | +88.8% |
| All | +780.7% | +259.7% | +520.9% | +436.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling