+226.1%
HPQ vs BIL
+25.2%
+200.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | 0.0% | +4.9% | +4.9% |
| 7D | +2.2% | +0.1% | +2.2% | +2.4% |
| 30D | +9.7% | +0.3% | +9.5% | +10.7% |
| 3M | +32.7% | +0.9% | +31.8% | +36.5% |
| 6M | +77.7% | +1.8% | +75.9% | +89.0% |
| YTD | +51.0% | +2.5% | +48.5% | +64.7% |
| 1Y | +18.4% | +3.7% | +14.7% | +35.6% |
| 3Y | +25.6% | +14.1% | +11.5% | +98.7% |
| 5Y | +38.6% | +19.4% | +19.2% | +171.6% |
| 10Y | +226.1% | +25.2% | +200.9% | +687.6% |
| All | +226.1% | +25.2% | +200.9% | +687.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 10y: compounded portfolio wealth divided by compounded BIL 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…
10y analysis · Full analysis span regression · 6 months rolling