+18.7%
HPQ vs AMCR
+11.5%
+7.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.6% | +3.8% | +2.4% |
| 7D | +6.9% | -3.3% | +10.2% | +7.4% |
| 30D | +14.4% | -5.4% | +19.9% | +15.3% |
| 3M | +25.6% | +20.0% | +5.7% | +23.6% |
| 6M | +75.0% | 0.0% | +75.0% | +76.5% |
| YTD | +50.7% | +11.5% | +39.2% | +49.5% |
| 1Y | +18.7% | +11.4% | +7.3% | +17.2% |
| All | +18.7% | +11.5% | +7.1% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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