+19.7%
HPQ vs FLEX
+475.0%
-455.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.4% | -8.9% | -5.3% |
| 7D | -0.5% | +7.0% | -7.5% | -1.7% |
| 30D | +3.7% | -5.8% | +9.5% | +4.5% |
| 3M | +24.3% | -24.2% | +48.5% | +29.3% |
| 6M | +64.8% | +90.8% | -26.0% | +29.9% |
| YTD | +43.9% | +89.2% | -45.3% | +12.0% |
| 1Y | +11.7% | +104.7% | -93.1% | -16.6% |
| 3Y | +19.7% | +478.1% | -458.4% | -36.8% |
| All | +19.7% | +475.0% | -455.3% | -36.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling