+18.4%
HPQ vs IBB
+44.4%
-26.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.9% | +5.8% | +5.1% |
| 7D | +2.2% | -3.9% | +6.1% | +2.9% |
| 30D | +9.7% | +2.7% | +7.0% | +9.3% |
| 3M | +32.7% | +21.4% | +11.4% | +28.5% |
| 6M | +77.7% | +20.1% | +57.6% | +71.8% |
| YTD | +51.0% | +21.9% | +29.1% | +44.3% |
| 1Y | +18.4% | +44.1% | -25.7% | +2.6% |
| All | +18.4% | +44.4% | -26.0% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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