+77.7%
HPQ vs FISV
-21.9%
+99.6%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -4.3% | +9.3% | +6.3% |
| 7D | +2.2% | -6.4% | +8.6% | +4.4% |
| 30D | +9.7% | -6.8% | +16.6% | +12.2% |
| 3M | +32.7% | -10.0% | +42.7% | +37.6% |
| 6M | +77.7% | -20.6% | +98.3% | +84.2% |
| All | +77.7% | -21.9% | +99.6% | +84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 6mo: compounded portfolio wealth divided by compounded FISV 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…
6mo analysis · Full analysis span regression · 6 months rolling