+39.3%
HPQ vs EQT
+197.4%
-158.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.9% |
| 7D | +3.5% | -1.2% | +4.7% | +3.7% |
| 30D | +13.7% | +1.1% | +12.6% | +13.5% |
| 3M | +33.9% | +4.8% | +29.1% | +32.5% |
| 6M | +80.9% | -10.6% | +91.5% | +84.0% |
| YTD | +52.6% | +3.4% | +49.1% | +50.9% |
| 1Y | +21.2% | +8.7% | +12.6% | +18.5% |
| 3Y | +26.9% | +35.0% | -8.1% | +16.4% |
| All | +39.3% | +197.4% | -158.1% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 5y: compounded portfolio wealth divided by compounded EQT 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…
5y analysis · Full analysis span regression · 6 months rolling