+51.0%
HPQ vs BBY
+1.5%
+49.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +3.1% | +5.3% | +7.0% |
| 7D | +9.8% | +0.6% | +9.2% | +9.5% |
| 30D | +22.4% | +9.4% | +13.0% | +17.2% |
| 3M | +45.2% | +19.3% | +25.8% | +33.4% |
| 6M | +96.4% | +47.9% | +48.5% | +60.7% |
| YTD | +65.4% | +39.6% | +25.8% | +38.7% |
| 1Y | +31.6% | +22.2% | +9.4% | +17.5% |
| 3Y | +37.0% | +45.0% | -7.9% | +8.5% |
| All | +51.0% | +1.5% | +49.4% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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