+38.6%
HPQ vs NDAQ
+52.5%
-13.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.9% | +5.8% | +5.3% |
| 7D | +2.2% | -1.6% | +3.8% | +2.9% |
| 30D | +9.7% | -1.5% | +11.2% | +10.4% |
| 3M | +32.7% | +8.0% | +24.7% | +27.6% |
| 6M | +77.7% | +7.7% | +70.0% | +71.0% |
| YTD | +51.0% | -2.3% | +53.3% | +51.5% |
| 1Y | +18.4% | +0.6% | +17.8% | +17.0% |
| 3Y | +25.6% | +90.9% | -65.4% | -9.2% |
| 5Y | +38.6% | +52.5% | -13.8% | +7.2% |
| All | +38.6% | +52.5% | -13.9% | +7.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling