+20.0%
HPQ vs ASX
+265.0%
-245.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.5% | +1.4% | +4.9% |
| 7D | +2.2% | +11.1% | -8.9% | +2.3% |
| 30D | +9.7% | +9.6% | +0.1% | +9.8% |
| 3M | +32.7% | +18.6% | +14.1% | +31.4% |
| 6M | +77.7% | +92.1% | -14.4% | +65.3% |
| YTD | +51.0% | +158.5% | -107.5% | +31.8% |
| All | +20.0% | +265.0% | -245.1% | -4.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling