+155.0%
HPE vs HPQ
+30.7%
+124.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +8.4% | +4.0% | +8.5% |
| 7D | +19.4% | +9.8% | +9.6% | +14.4% |
| 30D | +5.6% | +22.4% | -16.7% | -4.2% |
| 3M | +33.1% | +45.2% | -12.1% | +9.2% |
| 6M | +192.5% | +96.4% | +96.0% | +91.5% |
| YTD | +160.9% | +65.4% | +95.5% | +90.3% |
| 1Y | +155.0% | +31.6% | +123.4% | +122.3% |
| All | +155.0% | +30.7% | +124.2% | +122.3% |
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