+18.4%
HPQ vs IWD
+28.3%
-9.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.6% | +5.5% | +5.6% |
| 7D | +2.2% | -1.2% | +3.4% | +3.6% |
| 30D | +9.7% | -1.6% | +11.4% | +11.8% |
| 3M | +32.7% | +7.0% | +25.7% | +23.4% |
| 6M | +77.7% | +17.0% | +60.7% | +48.3% |
| YTD | +51.0% | +21.6% | +29.4% | +17.2% |
| 1Y | +18.4% | +28.0% | -9.6% | -18.0% |
| All | +18.4% | +28.3% | -9.9% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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