+21.4%
HPQ vs IBN
-7.6%
+29.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.1% |
| 7D | +3.5% | -5.5% | +9.0% | +4.0% |
| 30D | +13.7% | -3.4% | +17.1% | +14.0% |
| 3M | +33.9% | +8.7% | +25.2% | +32.9% |
| 6M | +80.9% | +3.7% | +77.2% | +79.7% |
| YTD | +52.6% | -2.4% | +54.9% | +51.7% |
| All | +21.4% | -7.6% | +29.0% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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