+25.1%
HPQ vs NDAQ
+90.0%
-64.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.9% | +5.8% | +5.3% |
| 7D | +2.2% | -1.6% | +3.8% | +2.8% |
| 30D | +9.7% | -1.5% | +11.2% | +10.3% |
| 3M | +32.7% | +8.0% | +24.7% | +28.2% |
| 6M | +77.7% | +7.7% | +70.0% | +72.0% |
| YTD | +51.0% | -2.3% | +53.3% | +52.0% |
| 1Y | +18.4% | +0.6% | +17.8% | +17.3% |
| All | +25.1% | +90.0% | -64.9% | +2.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling