+39.7%
HPQ vs BEN
+38.1%
+1.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.5% | +6.5% | +5.6% |
| 7D | +2.2% | +3.4% | -1.1% | +0.7% |
| 30D | +9.7% | +1.8% | +8.0% | +8.7% |
| 3M | +32.7% | +8.4% | +24.4% | +27.1% |
| 6M | +77.7% | +35.6% | +42.1% | +51.5% |
| YTD | +51.0% | +46.4% | +4.6% | +23.5% |
| 1Y | +18.4% | +46.3% | -27.9% | -3.3% |
| 3Y | +25.6% | +54.6% | -29.1% | -3.8% |
| All | +39.7% | +38.1% | +1.6% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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