+226.1%
HPQ vs AMT
+96.3%
+129.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.2% | +5.1% | +5.0% |
| 7D | +2.2% | +1.5% | +0.8% | +1.8% |
| 30D | +9.7% | +3.7% | +6.0% | +8.5% |
| 3M | +32.7% | -7.2% | +39.9% | +35.5% |
| 6M | +77.7% | -4.2% | +81.9% | +79.1% |
| YTD | +51.0% | +1.9% | +49.1% | +49.0% |
| 1Y | +18.4% | -6.4% | +24.8% | +19.6% |
| 3Y | +25.6% | +7.7% | +17.8% | +16.4% |
| 5Y | +38.6% | -30.9% | +69.5% | +49.5% |
| 10Y | +226.1% | +105.4% | +120.7% | +171.4% |
| All | +226.1% | +96.3% | +129.9% | +171.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded AMT 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling