+226.1%
HPQ vs ASX
+973.8%
-747.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.5% | +1.4% | +3.8% |
| 7D | +2.2% | +11.1% | -8.9% | -1.2% |
| 30D | +9.7% | +9.6% | +0.1% | +6.1% |
| 3M | +32.7% | +18.6% | +14.1% | +21.5% |
| 6M | +77.7% | +92.1% | -14.4% | +34.2% |
| YTD | +51.0% | +158.5% | -107.5% | +0.8% |
| 1Y | +18.4% | +271.9% | -253.5% | -31.9% |
| 3Y | +25.6% | +465.2% | -439.7% | -40.6% |
| 5Y | +38.6% | +479.4% | -440.8% | -37.5% |
| 10Y | +226.1% | +992.0% | -765.8% | +10.5% |
| All | +226.1% | +973.8% | -747.6% | +10.5% |
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