+156.1%
HPQ vs ASX
+962.9%
-806.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.0% | +3.7% | +2.2% |
| 7D | +3.2% | +12.4% | -9.2% | -0.5% |
| 30D | -3.6% | -19.8% | +16.2% | +0.9% |
| 3M | -5.3% | -10.3% | +5.0% | -5.3% |
| 6M | +41.1% | +1.2% | +39.9% | +30.1% |
| YTD | +36.9% | +123.0% | -86.2% | -7.3% |
| 1Y | +23.5% | +145.4% | -121.9% | -19.5% |
| 3Y | +19.6% | +368.6% | -349.0% | -41.7% |
| 5Y | +11.4% | +486.0% | -474.6% | -51.7% |
| All | +156.1% | +962.9% | -806.9% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 10y: compounded portfolio wealth divided by compounded ASX 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…
10y analysis · Full analysis span regression · 6 months rolling