+19.7%
HPQ vs DAR
+14.9%
+4.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.9% | -7.4% | -5.1% |
| 7D | -0.5% | -0.9% | +0.4% | -0.3% |
| 30D | +3.7% | +13.0% | -9.2% | +1.0% |
| 3M | +24.3% | +15.0% | +9.3% | +20.3% |
| 6M | +64.8% | +26.8% | +37.9% | +56.1% |
| YTD | +43.9% | +86.4% | -42.5% | +25.6% |
| 1Y | +11.7% | +115.1% | -103.4% | -6.1% |
| 3Y | +19.7% | +14.6% | +5.1% | +6.3% |
| All | +19.7% | +14.9% | +4.8% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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