+2,909.2%
HPQ vs FISV
+10,091.3%
-7,182.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -4.3% | +9.3% | +6.4% |
| 7D | +2.2% | -6.4% | +8.6% | +4.5% |
| 30D | +9.7% | -6.8% | +16.6% | +12.3% |
| 3M | +32.7% | -10.0% | +42.7% | +36.7% |
| 6M | +77.7% | -20.6% | +98.3% | +90.4% |
| YTD | +51.0% | -27.6% | +78.6% | +66.4% |
| 1Y | +18.4% | -64.3% | +82.7% | +57.4% |
| 3Y | +25.6% | -60.0% | +85.6% | +54.9% |
| 5Y | +38.6% | -57.7% | +96.3% | +65.9% |
| 10Y | +226.1% | -3.0% | +229.1% | +192.0% |
| All | +2,909.2% | +10,091.3% | -7,182.1% | +933.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling