+25.1%
HPQ vs NXT
+89.5%
-64.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.6% | +8.5% | +5.3% |
| 7D | +2.2% | -0.2% | +2.5% | +2.2% |
| 30D | +9.7% | -20.0% | +29.7% | +12.1% |
| 3M | +32.7% | -30.9% | +63.7% | +37.0% |
| 6M | +77.7% | -23.8% | +101.5% | +80.3% |
| YTD | +51.0% | -5.4% | +56.4% | +48.5% |
| 1Y | +18.4% | +28.0% | -9.6% | +11.9% |
| All | +25.1% | +89.5% | -64.4% | +7.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling