+31.6%
HPQ vs EAT
+37.8%
-6.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -1.0% | +9.4% | +8.4% |
| 7D | +9.8% | -7.7% | +17.5% | +9.8% |
| 30D | +22.4% | -13.6% | +35.9% | +22.4% |
| 3M | +45.2% | +33.9% | +11.3% | +43.6% |
| 6M | +96.4% | +47.2% | +49.2% | +92.2% |
| YTD | +65.4% | +48.1% | +17.3% | +61.5% |
| 1Y | +31.6% | +33.7% | -2.1% | +28.8% |
| All | +31.6% | +37.8% | -6.2% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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