+176.5%
HPQ vs ASX
+3,515.0%
-3,338.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.2% |
| 7D | +6.9% | -0.7% | +7.7% | +7.2% |
| 30D | +14.4% | +2.0% | +12.5% | +13.5% |
| 3M | +25.6% | -1.3% | +27.0% | +22.7% |
| 6M | +75.0% | +71.4% | +3.6% | +44.9% |
| YTD | +50.7% | +135.3% | -84.6% | +13.2% |
| 1Y | +18.7% | +267.5% | -248.8% | -22.1% |
| 3Y | +21.5% | +388.5% | -367.0% | -27.6% |
| 5Y | +31.6% | +417.1% | -385.5% | -24.3% |
| 10Y | +216.1% | +872.7% | -656.7% | +46.2% |
| All | +176.5% | +3,515.0% | -3,338.6% | -32.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling