+147.7%
HPQ vs ASX
+3,544.9%
-3,397.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.6% | -4.7% | +0.2% |
| 7D | -3.2% | +0.8% | -4.1% | -4.4% |
| 30D | -3.0% | -20.4% | +17.4% | +1.2% |
| 3M | +0.6% | -2.1% | +2.7% | -1.5% |
| 6M | +36.6% | +8.2% | +28.4% | +26.1% |
| YTD | +35.0% | +137.3% | -102.3% | -1.2% |
| 1Y | +23.1% | +155.0% | -131.9% | -11.9% |
| 3Y | +18.6% | +397.9% | -379.3% | -31.2% |
| 5Y | +10.3% | +529.2% | -518.9% | -40.9% |
| 10Y | +157.1% | +1,007.5% | -850.5% | +12.5% |
| All | +147.7% | +3,544.9% | -3,397.2% | -41.1% |
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