+16.4%
HPQ vs ASX
+381.9%
-365.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.3% | -2.7% | +0.1% |
| 7D | +0.5% | -9.1% | +9.7% | +1.6% |
| 30D | -5.9% | -23.6% | +17.7% | -2.4% |
| 3M | -3.7% | -5.6% | +1.9% | -4.5% |
| 6M | +28.1% | +4.7% | +23.4% | +19.4% |
| YTD | +32.5% | +122.6% | -90.1% | -4.9% |
| 1Y | +18.1% | +133.0% | -114.9% | -16.8% |
| 3Y | +16.4% | +367.1% | -350.7% | -42.0% |
| All | +16.4% | +381.9% | -365.4% | -42.0% |
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