+156.1%
HPQ vs NDAQ
+471.8%
-315.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.8% | +1.7% |
| 7D | +3.2% | +1.3% | +1.9% | +2.5% |
| 30D | -3.6% | +18.0% | -21.6% | -11.6% |
| 3M | -5.3% | +11.5% | -16.8% | -10.9% |
| 6M | +41.1% | +21.1% | +20.1% | +26.8% |
| YTD | +36.9% | +12.8% | +24.1% | +26.7% |
| 1Y | +23.5% | +25.7% | -2.2% | +7.8% |
| 3Y | +19.6% | +116.8% | -97.2% | -23.9% |
| 5Y | +11.4% | +67.3% | -55.8% | -19.5% |
| All | +156.1% | +471.8% | -315.7% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling