+2,627.7%
HPQ vs BEN
+5,152.6%
-2,524.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.2% | +1.5% |
| 7D | +3.2% | +6.8% | -3.6% | +0.4% |
| 30D | -3.6% | +18.0% | -21.6% | -10.0% |
| 3M | -5.3% | +7.5% | -12.8% | -8.4% |
| 6M | +41.1% | +14.7% | +26.4% | +32.3% |
| YTD | +36.9% | +56.1% | -19.2% | +12.5% |
| 1Y | +23.5% | +69.6% | -46.1% | -1.8% |
| 3Y | +19.6% | +87.7% | -68.1% | -10.6% |
| 5Y | +11.4% | +28.6% | -17.2% | -4.3% |
| 10Y | +160.6% | +59.8% | +100.8% | +95.6% |
| All | +2,627.7% | +5,152.6% | -2,524.9% | +545.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling