+10.3%
HPQ vs GEN
+35.2%
-24.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.1% | -0.2% | +1.2% |
| 7D | -3.2% | -0.8% | -2.4% | -2.9% |
| 30D | -3.0% | +31.2% | -34.2% | -12.6% |
| 3M | +0.6% | +6.1% | -5.5% | -2.5% |
| 6M | +36.6% | +38.1% | -1.5% | +19.8% |
| YTD | +35.0% | +14.4% | +20.6% | +26.0% |
| 1Y | +23.1% | +15.1% | +7.9% | +14.7% |
| 3Y | +18.6% | +68.5% | -49.9% | -3.2% |
| 5Y | +10.3% | +35.8% | -25.5% | -6.9% |
| All | +10.3% | +35.2% | -24.8% | -6.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling