+296.8%
HPQ vs IBB
+560.8%
-264.0%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.9% | +3.1% | +2.7% |
| 7D | +6.9% | +1.4% | +5.5% | +6.1% |
| 30D | +14.4% | +10.5% | +4.0% | +7.8% |
| 3M | +25.6% | +23.6% | +2.0% | +10.4% |
| 6M | +75.0% | +22.6% | +52.4% | +53.7% |
| YTD | +50.7% | +25.7% | +25.0% | +30.0% |
| 1Y | +18.7% | +51.4% | -32.7% | -8.4% |
| 3Y | +21.5% | +64.4% | -42.9% | -11.1% |
| 5Y | +31.6% | +22.1% | +9.4% | +13.0% |
| 10Y | +216.1% | +132.5% | +83.6% | +83.9% |
| All | +296.8% | +560.8% | -264.0% | +0.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling