+31.6%
HPQ vs BB
+104.0%
-72.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.7% | +6.7% | +8.1% |
| 7D | +9.8% | -0.4% | +10.1% | +9.8% |
| 30D | +22.4% | -12.5% | +34.9% | +24.7% |
| 3M | +45.2% | -17.4% | +62.6% | +46.6% |
| 6M | +96.4% | +119.1% | -22.7% | +61.0% |
| YTD | +65.4% | +102.4% | -37.0% | +36.9% |
| 1Y | +31.6% | +98.2% | -66.6% | +14.2% |
| All | +31.6% | +104.0% | -72.4% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 1y: compounded portfolio wealth divided by compounded BB 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…
1y analysis · Full analysis span regression · 6 months rolling