+60.4%
HL vs HPQ
+3,044.5%
-2,984.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.9% | -3.0% | +1.0% |
| 7D | +0.4% | +2.2% | -1.8% | -0.1% |
| 30D | +18.8% | +9.7% | +9.1% | +16.4% |
| 3M | +43.7% | +32.7% | +11.0% | +35.4% |
| 6M | -1.0% | +77.7% | -78.8% | -12.7% |
| YTD | +8.7% | +51.0% | -42.3% | -1.1% |
| 1Y | +105.0% | +18.4% | +86.6% | +94.9% |
| 3Y | +427.3% | +25.6% | +401.7% | +389.8% |
| 5Y | +249.3% | +38.6% | +210.7% | +216.9% |
| 10Y | +284.2% | +226.1% | +58.0% | +201.3% |
| All | +60.4% | +3,044.5% | -2,984.1% | +45.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling