+217.2%
HPQ vs ED
+109.0%
+108.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.8% | +1.2% |
| 7D | +3.5% | -1.9% | +5.4% | +3.8% |
| 30D | +13.7% | +0.1% | +13.6% | +13.6% |
| 3M | +33.9% | 0.0% | +33.8% | +33.8% |
| 6M | +80.9% | -2.5% | +83.4% | +81.5% |
| YTD | +52.6% | +10.1% | +42.5% | +49.4% |
| 1Y | +21.2% | +13.6% | +7.7% | +17.7% |
| 3Y | +26.9% | +32.4% | -5.6% | +16.5% |
| 5Y | +41.1% | +69.9% | -28.7% | +20.7% |
| All | +217.2% | +109.0% | +108.1% | +158.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ED 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling