+21.2%
HPQ vs BBWI
-35.0%
+56.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.1% |
| 7D | +3.5% | -8.0% | +11.5% | +3.9% |
| 30D | +13.7% | -6.6% | +20.3% | +13.9% |
| 3M | +33.9% | -2.7% | +36.6% | +33.6% |
| 6M | +80.9% | -12.8% | +93.7% | +80.7% |
| YTD | +52.6% | -10.5% | +63.0% | +52.2% |
| 1Y | +21.2% | -35.3% | +56.6% | +32.2% |
| All | +21.2% | -35.0% | +56.2% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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