+8.7%
HPQ vs ACWI
+54.8%
-46.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | -1.1% | -2.4% | +1.2% | +1.5% |
| 30D | -11.7% | -5.2% | -6.5% | -6.4% |
| 3M | +2.0% | -4.8% | +6.8% | +7.7% |
| 6M | +35.9% | -1.3% | +37.2% | +37.0% |
| YTD | +32.7% | +8.4% | +24.3% | +18.8% |
| 1Y | +14.3% | +11.0% | +3.3% | -0.8% |
| 3Y | +17.8% | +70.6% | -52.7% | -39.0% |
| All | +8.7% | +54.8% | -46.1% | -37.5% |
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