+1,906.7%
HPQ vs IT
+5,645.5%
-3,738.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -7.4% | +2.9% | -2.5% |
| 7D | -0.5% | -9.1% | +8.7% | +2.0% |
| 30D | +3.7% | -7.0% | +10.7% | +5.3% |
| 3M | +24.3% | +7.6% | +16.7% | +20.3% |
| 6M | +64.8% | +2.1% | +62.6% | +61.3% |
| YTD | +43.9% | -31.6% | +75.5% | +55.2% |
| 1Y | +11.7% | -29.9% | +41.6% | +19.3% |
| 3Y | +19.7% | -51.3% | +70.9% | +37.6% |
| 5Y | +32.2% | -44.8% | +77.0% | +46.2% |
| 10Y | +198.9% | +91.4% | +107.6% | +140.5% |
| All | +1,906.7% | +5,645.5% | -3,738.7% | +684.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded IT 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling