+21.3%
HPQ vs BTDR
-69.9%
+91.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -5.6% | +11.5% | +5.8% |
| 7D | -7.8% | -17.6% | +9.8% | -7.9% |
| 30D | -4.9% | -40.3% | +35.4% | -5.3% |
| 3M | +4.9% | -42.6% | +47.5% | +4.5% |
| 6M | +47.1% | -46.3% | +93.4% | +46.4% |
| YTD | +39.5% | -41.7% | +81.3% | +37.7% |
| 1Y | +21.3% | -69.4% | +90.7% | +27.9% |
| All | +21.3% | -69.9% | +91.1% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 1y: compounded portfolio wealth divided by compounded BTDR 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…
1y analysis · Full analysis span regression · 6 months rolling