+243.8%
HPQ vs GEN
+159.8%
+84.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.0% | +7.4% | +8.1% |
| 7D | +9.8% | -1.3% | +11.0% | +10.2% |
| 30D | +22.4% | +6.1% | +16.2% | +20.1% |
| 3M | +45.2% | +27.0% | +18.2% | +34.9% |
| 6M | +96.4% | +43.9% | +52.6% | +75.6% |
| YTD | +65.4% | +13.0% | +52.4% | +58.3% |
| 1Y | +31.6% | +4.0% | +27.6% | +28.9% |
| 3Y | +37.0% | +66.2% | -29.2% | +17.3% |
| 5Y | +53.0% | +23.2% | +29.8% | +38.7% |
| All | +243.8% | +159.8% | +84.0% | +129.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling