+145.8%
GOOG vs HPQ
+36.4%
+109.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +8.4% | -6.9% | +0.5% |
| 7D | 0.0% | +9.8% | -9.7% | -1.2% |
| 30D | -2.0% | +22.4% | -24.3% | -4.6% |
| 3M | -5.9% | +45.2% | -51.0% | -10.6% |
| 6M | +8.9% | +96.4% | -87.5% | -1.9% |
| YTD | +7.1% | +65.4% | -58.3% | -0.7% |
| 1Y | +39.7% | +31.6% | +8.1% | +35.0% |
| 3Y | +145.8% | +37.0% | +108.8% | +116.1% |
| All | +145.8% | +36.4% | +109.5% | +116.1% |
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