+117.4%
HPQ vs OPEN
-88.9%
+206.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.6% | +5.3% | +1.9% |
| 7D | +3.2% | -15.0% | +18.2% | +4.4% |
| 30D | -3.6% | -40.2% | +36.6% | -0.2% |
| 3M | -5.3% | -67.4% | +62.1% | +2.4% |
| 6M | +41.1% | -74.0% | +115.2% | +54.5% |
| YTD | +36.9% | -79.6% | +116.5% | +51.5% |
| 1Y | +23.5% | -86.1% | +109.6% | +40.1% |
| 3Y | +19.6% | -41.4% | +61.0% | +6.8% |
| 5Y | +11.4% | -94.9% | +106.3% | +6.7% |
| All | +117.4% | -88.9% | +206.3% | +98.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling