+139.8%
HPQ vs OPEN
-72.1%
+211.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.3% | +7.2% | +5.1% |
| 7D | +2.2% | -2.9% | +5.1% | +2.5% |
| 30D | +9.7% | -13.8% | +23.5% | +10.9% |
| 3M | +32.7% | -30.9% | +63.6% | +35.8% |
| 6M | +77.7% | -40.9% | +118.7% | +83.3% |
| YTD | +51.0% | -48.5% | +99.5% | +56.7% |
| 1Y | +18.4% | -50.9% | +69.3% | +19.6% |
| 3Y | +25.6% | -20.6% | +46.2% | +10.7% |
| 5Y | +38.6% | -84.2% | +122.8% | +23.3% |
| All | +139.8% | -72.1% | +211.9% | +104.9% |
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