+32.2%
HPQ vs ASX
+472.4%
-440.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +6.1% | -10.6% | -6.2% |
| 7D | -0.5% | +6.3% | -6.8% | -2.3% |
| 30D | +3.7% | +6.4% | -2.7% | +1.4% |
| 3M | +24.3% | +13.1% | +11.2% | +15.8% |
| 6M | +64.8% | +90.3% | -25.5% | +23.8% |
| YTD | +43.9% | +149.6% | -105.7% | -4.5% |
| 1Y | +11.7% | +249.2% | -237.5% | -36.3% |
| 3Y | +19.7% | +445.9% | -426.2% | -46.7% |
| 5Y | +32.2% | +477.7% | -445.5% | -47.8% |
| All | +32.2% | +472.4% | -440.2% | -47.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling