+25.9%
HPQ vs ASX
+403.7%
-377.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.2% |
| 7D | +6.9% | -0.7% | +7.7% | +7.1% |
| 30D | +14.4% | +2.0% | +12.5% | +13.7% |
| 3M | +25.6% | -1.3% | +27.0% | +23.2% |
| 6M | +75.0% | +71.4% | +3.6% | +43.2% |
| YTD | +50.7% | +135.3% | -84.6% | +9.2% |
| 1Y | +18.7% | +267.5% | -248.8% | -28.3% |
| All | +25.9% | +403.7% | -377.8% | -34.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling