+31.6%
HPQ vs EXPE
+30.8%
+0.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.4% | +7.0% | +8.1% |
| 7D | +9.8% | -5.8% | +15.5% | +11.1% |
| 30D | +22.4% | -13.6% | +36.0% | +25.8% |
| 3M | +45.2% | +25.2% | +20.0% | +39.2% |
| 6M | +96.4% | +22.3% | +74.1% | +87.3% |
| YTD | +65.4% | -0.3% | +65.7% | +65.6% |
| 1Y | +31.6% | +27.8% | +3.8% | +22.4% |
| All | +31.6% | +30.8% | +0.7% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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