+243.8%
HPQ vs NDAQ
+368.2%
-124.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.6% | +9.0% | +8.7% |
| 7D | +9.8% | -5.6% | +15.3% | +13.0% |
| 30D | +22.4% | -4.4% | +26.7% | +25.0% |
| 3M | +45.2% | +5.9% | +39.3% | +39.9% |
| 6M | +96.4% | +7.7% | +88.7% | +87.3% |
| YTD | +65.4% | -5.2% | +70.6% | +67.9% |
| 1Y | +31.6% | -3.4% | +34.9% | +32.1% |
| 3Y | +37.0% | +85.6% | -48.6% | -5.4% |
| 5Y | +53.0% | +49.5% | +3.5% | +16.8% |
| All | +243.8% | +368.2% | -124.4% | +40.5% |
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