+31.6%
HPQ vs NDAQ
-2.2%
+33.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.6% | +9.0% | +8.6% |
| 7D | +9.8% | -5.6% | +15.3% | +12.2% |
| 30D | +22.4% | -4.4% | +26.7% | +24.3% |
| 3M | +45.2% | +5.9% | +39.3% | +41.6% |
| 6M | +96.4% | +7.7% | +88.7% | +91.3% |
| YTD | +65.4% | -5.2% | +70.6% | +70.5% |
| 1Y | +31.6% | -3.4% | +34.9% | +30.4% |
| All | +31.6% | -2.2% | +33.8% | +30.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling