+36.2%
HPQ vs ACWI
+67.7%
-31.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.3% | +2.3% |
| 7D | +6.9% | +0.5% | +6.4% | +6.3% |
| 30D | +14.4% | +0.9% | +13.6% | +13.4% |
| 3M | +25.6% | +2.4% | +23.2% | +21.8% |
| 6M | +75.0% | +12.4% | +62.7% | +51.2% |
| YTD | +50.7% | +15.2% | +35.5% | +26.1% |
| 1Y | +18.7% | +22.7% | -4.1% | -8.1% |
| 3Y | +21.5% | +75.8% | -54.3% | -39.1% |
| All | +36.2% | +67.7% | -31.4% | -27.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling