+21.3%
HPQ vs FLEX
+23.4%
-2.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -12.3% | +18.2% | +5.7% |
| 7D | -7.8% | -17.0% | +9.2% | -7.9% |
| 30D | -4.9% | -33.8% | +29.0% | -4.4% |
| 3M | +4.9% | -39.0% | +43.9% | +5.4% |
| 6M | +47.1% | -15.9% | +63.0% | +44.3% |
| YTD | +39.5% | +27.8% | +11.7% | +31.8% |
| 1Y | +21.3% | +25.0% | -3.7% | +14.2% |
| All | +21.3% | +23.4% | -2.2% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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