+31.6%
HPQ vs BTDR
-13.8%
+45.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +3.7% | +4.7% | +8.4% |
| 7D | +9.8% | -3.4% | +13.1% | +9.7% |
| 30D | +22.4% | +32.6% | -10.2% | +22.1% |
| 3M | +45.2% | -32.2% | +77.4% | +47.9% |
| 6M | +96.4% | +52.4% | +44.1% | +90.0% |
| YTD | +65.4% | +6.7% | +58.7% | +62.8% |
| 1Y | +31.6% | -15.2% | +46.8% | +36.0% |
| All | +31.6% | -13.8% | +45.3% | +36.0% |
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