+28.3%
HPQ vs NXT
+168.4%
-140.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.3% | +1.2% |
| 7D | +3.5% | -2.6% | +6.1% | +3.7% |
| 30D | +13.7% | -22.4% | +36.1% | +16.5% |
| 3M | +33.9% | -27.3% | +61.2% | +37.3% |
| 6M | +80.9% | -28.5% | +109.4% | +84.8% |
| YTD | +52.6% | -6.6% | +59.2% | +50.4% |
| 1Y | +21.2% | +20.4% | +0.9% | +15.7% |
| 3Y | +26.9% | +90.9% | -64.0% | +13.4% |
| All | +28.3% | +168.4% | -140.1% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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