+18.7%
HPQ vs FLEX
+102.8%
-84.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.5% | +0.7% | +2.2% |
| 7D | +6.9% | -0.9% | +7.8% | +7.0% |
| 30D | +14.4% | -10.1% | +24.6% | +14.7% |
| 3M | +25.6% | -31.3% | +57.0% | +27.9% |
| 6M | +75.0% | +71.3% | +3.8% | +61.7% |
| YTD | +50.7% | +81.2% | -30.6% | +35.9% |
| 1Y | +18.7% | +98.5% | -79.8% | -0.2% |
| All | +18.7% | +102.8% | -84.2% | -0.2% |
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