+31.6%
HPQ vs IEFA
+18.9%
+12.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.0% | +7.4% | +8.0% |
| 7D | +9.8% | -1.6% | +11.3% | +10.3% |
| 30D | +22.4% | -1.5% | +23.8% | +22.9% |
| 3M | +45.2% | +3.4% | +41.7% | +43.4% |
| 6M | +96.4% | +9.5% | +86.9% | +88.5% |
| YTD | +65.4% | +13.0% | +52.3% | +49.8% |
| 1Y | +31.6% | +18.0% | +13.6% | +10.7% |
| All | +31.6% | +18.9% | +12.7% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IEFA.
Daily Out/Under-Performance
Portfolio return minus IEFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEFA 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 IEFA 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