+32.2%
HPQ vs IBB
+20.0%
+12.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.2% | -2.3% | -3.3% |
| 7D | -0.5% | -1.7% | +1.2% | +0.5% |
| 30D | +3.7% | +4.9% | -1.1% | +0.6% |
| 3M | +24.3% | +24.2% | +0.1% | +8.7% |
| 6M | +64.8% | +23.8% | +40.9% | +43.4% |
| YTD | +43.9% | +23.0% | +20.9% | +25.2% |
| 1Y | +11.7% | +46.2% | -34.5% | -13.7% |
| 3Y | +19.7% | +64.8% | -45.1% | -15.7% |
| 5Y | +32.2% | +20.9% | +11.3% | -3.9% |
| All | +32.2% | +20.0% | +12.2% | -3.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling