+217.2%
HPQ vs ALL
+361.5%
-144.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.8% | +1.4% |
| 7D | +3.5% | -4.3% | +7.8% | +5.7% |
| 30D | +13.7% | -3.6% | +17.3% | +15.6% |
| 3M | +33.9% | +13.2% | +20.6% | +26.0% |
| 6M | +80.9% | +22.5% | +58.4% | +63.2% |
| YTD | +52.6% | +22.7% | +29.8% | +36.9% |
| 1Y | +21.2% | +28.3% | -7.1% | +6.1% |
| 3Y | +26.9% | +152.0% | -125.2% | -26.4% |
| 5Y | +41.1% | +115.4% | -74.3% | -13.7% |
| All | +217.2% | +361.5% | -144.4% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ALL 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling