+17.4%
HPQ vs AMC
+40.5%
-23.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +8.3% | -9.0% | -1.3% |
| 7D | -0.6% | +6.6% | -7.2% | -1.1% |
| 30D | -6.5% | +14.1% | -20.6% | -7.4% |
| 3M | -5.1% | +31.3% | -36.4% | -7.3% |
| 6M | +27.3% | +126.7% | -99.4% | +13.6% |
| YTD | +31.7% | +117.9% | -86.3% | +17.6% |
| All | +17.4% | +40.5% | -23.1% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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