+23.5%
HPQ vs IWD
+28.9%
-5.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.4% | +1.4% |
| 7D | +3.2% | +2.3% | +0.9% | +0.7% |
| 30D | -3.6% | +3.6% | -7.2% | -6.9% |
| 3M | -5.3% | +2.2% | -7.4% | -7.3% |
| 6M | +41.1% | +13.0% | +28.2% | +26.1% |
| YTD | +36.9% | +26.5% | +10.3% | +7.4% |
| 1Y | +23.5% | +30.1% | -6.6% | -8.0% |
| All | +23.5% | +28.9% | -5.4% | -8.0% |
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