+217.2%
HPQ vs FITB
+288.7%
-71.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +0.8% |
| 7D | +3.5% | -1.0% | +4.5% | +4.0% |
| 30D | +13.7% | -5.5% | +19.2% | +16.7% |
| 3M | +33.9% | +4.1% | +29.7% | +30.9% |
| 6M | +80.9% | +18.7% | +62.2% | +64.9% |
| YTD | +52.6% | +18.2% | +34.4% | +38.5% |
| 1Y | +21.2% | +23.7% | -2.4% | +7.6% |
| 3Y | +26.9% | +130.8% | -103.9% | -17.9% |
| 5Y | +41.1% | +69.8% | -28.6% | +2.9% |
| All | +217.2% | +288.7% | -71.5% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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