+142.3%
HPQ vs OPEN
-74.0%
+216.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.7% | +7.7% | +1.5% |
| 7D | +3.5% | -10.5% | +14.0% | +4.3% |
| 30D | +13.7% | -21.8% | +35.5% | +15.6% |
| 3M | +33.9% | -37.5% | +71.4% | +37.9% |
| 6M | +80.9% | -44.1% | +125.0% | +87.3% |
| YTD | +52.6% | -52.0% | +104.5% | +59.1% |
| 1Y | +21.2% | -52.2% | +73.5% | +22.6% |
| 3Y | +26.9% | -25.9% | +52.8% | +12.4% |
| 5Y | +41.1% | -85.1% | +126.2% | +26.1% |
| All | +142.3% | -74.0% | +216.3% | +108.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded OPEN 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling