+255.5%
HPQ vs IBB
+580.2%
-324.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.5% | +1.6% |
| 7D | -3.2% | -1.4% | -1.9% | -2.6% |
| 30D | -3.0% | +6.8% | -9.8% | -6.9% |
| 3M | +0.6% | +9.2% | -8.6% | -5.3% |
| 6M | +36.6% | +28.3% | +8.2% | +16.5% |
| YTD | +35.0% | +29.4% | +5.6% | +13.8% |
| 1Y | +23.1% | +33.2% | -10.1% | +1.9% |
| 3Y | +18.6% | +90.2% | -71.5% | -20.7% |
| 5Y | +10.3% | +44.0% | -33.6% | -14.1% |
| 10Y | +157.1% | +133.1% | +24.0% | +48.8% |
| All | +255.5% | +580.2% | -324.8% | -11.8% |
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