+31.6%
HPQ vs FLEX
+101.0%
-69.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +7.2% | +1.2% | +8.1% |
| 7D | +9.8% | +5.7% | +4.0% | +9.5% |
| 30D | +22.4% | -7.0% | +29.4% | +22.5% |
| 3M | +45.2% | -23.8% | +69.0% | +47.0% |
| 6M | +96.4% | +82.6% | +13.8% | +80.6% |
| YTD | +65.4% | +91.6% | -26.2% | +48.5% |
| 1Y | +31.6% | +100.6% | -69.0% | +11.8% |
| All | +31.6% | +101.0% | -69.5% | +11.8% |
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