+2,903.2%
HPQ vs BEN
+4,913.3%
-2,010.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.5% | -1.3% | +0.8% |
| 7D | +6.9% | +0.2% | +6.7% | +6.8% |
| 30D | +14.4% | -0.5% | +15.0% | +14.6% |
| 3M | +25.6% | +9.7% | +15.9% | +20.4% |
| 6M | +75.0% | +33.9% | +41.1% | +53.9% |
| YTD | +50.7% | +49.0% | +1.7% | +26.6% |
| 1Y | +18.7% | +42.1% | -23.5% | +1.5% |
| 3Y | +21.5% | +51.9% | -30.4% | -1.1% |
| 5Y | +31.6% | +39.0% | -7.5% | +9.5% |
| 10Y | +216.1% | +57.9% | +158.2% | +138.5% |
| All | +2,903.2% | +4,913.3% | -2,010.1% | +626.6% |
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