+25.1%
HPQ vs BP
+37.6%
-12.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.8% | +3.1% | +4.5% |
| 7D | +2.2% | +4.0% | -1.7% | +1.3% |
| 30D | +9.7% | +7.8% | +1.9% | +7.8% |
| 3M | +32.7% | +8.4% | +24.4% | +29.7% |
| 6M | +77.7% | +15.1% | +62.7% | +69.5% |
| YTD | +51.0% | +36.4% | +14.6% | +35.9% |
| 1Y | +18.4% | +40.9% | -22.5% | +4.8% |
| All | +25.1% | +37.6% | -12.5% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 3y: compounded portfolio wealth divided by compounded BP 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…
3y analysis · Full analysis span regression · 6 months rolling