+133.9%
HL vs HPQ
+19.5%
+114.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.2% | -4.7% | -2.6% |
| 7D | +1.5% | +6.9% | -5.5% | +1.3% |
| 30D | +25.1% | +14.4% | +10.6% | +24.2% |
| 3M | +22.9% | +25.6% | -2.7% | +21.4% |
| 6M | -4.9% | +75.0% | -79.9% | -11.8% |
| YTD | +7.8% | +50.7% | -42.9% | +5.8% |
| 1Y | +133.9% | +18.7% | +115.2% | +125.5% |
| All | +133.9% | +19.5% | +114.4% | +125.5% |
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