+155.1%
HPQ vs BRKR
+172.5%
-17.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.2% | +8.6% | +8.4% |
| 7D | +9.8% | -8.7% | +18.4% | +11.4% |
| 30D | +22.4% | -9.9% | +32.2% | +24.2% |
| 3M | +45.2% | -3.1% | +48.2% | +43.7% |
| 6M | +96.4% | +45.5% | +50.9% | +79.4% |
| YTD | +65.4% | +13.7% | +51.7% | +57.1% |
| 1Y | +31.6% | +67.4% | -35.9% | +16.0% |
| 3Y | +37.0% | -13.2% | +50.2% | +32.2% |
| 5Y | +53.0% | -39.5% | +92.5% | +55.6% |
| 10Y | +257.2% | +153.5% | +103.8% | +188.2% |
| All | +155.1% | +172.5% | -17.4% | +53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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