+11.7%
HPQ vs ACWI
+21.5%
-9.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -4.0% | -4.2% |
| 7D | -0.5% | +1.1% | -1.6% | -1.1% |
| 30D | +3.7% | -0.2% | +3.9% | +3.9% |
| 3M | +24.3% | +4.7% | +19.6% | +21.2% |
| 6M | +64.8% | +14.5% | +50.3% | +51.3% |
| YTD | +43.9% | +14.6% | +29.3% | +30.5% |
| 1Y | +11.7% | +21.4% | -9.8% | -7.6% |
| All | +11.7% | +21.5% | -9.9% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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