+21.3%
HPQ vs BIYA
-99.8%
+121.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.4% | +5.4% | +4.9% |
| 7D | +2.2% | +2.7% | -0.5% | +2.1% |
| 30D | +9.7% | -16.7% | +26.4% | +10.4% |
| 3M | +32.7% | -74.6% | +107.4% | +34.1% |
| 6M | +77.7% | -85.4% | +163.1% | +73.6% |
| YTD | +51.0% | -94.2% | +145.2% | +50.1% |
| 1Y | +18.4% | -98.6% | +117.0% | +24.1% |
| All | +21.3% | -99.8% | +121.0% | +29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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