+10.3%
HPQ vs OPEN
-94.2%
+104.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.2% | -2.3% | +1.6% |
| 7D | -3.2% | -31.1% | +27.8% | -0.5% |
| 30D | -3.0% | -34.7% | +31.6% | 0.0% |
| 3M | +0.6% | -61.9% | +62.5% | +8.1% |
| 6M | +36.6% | -71.9% | +108.4% | +49.6% |
| YTD | +35.0% | -76.6% | +111.6% | +49.0% |
| 1Y | +23.1% | -83.9% | +107.0% | +39.3% |
| 3Y | +18.6% | -34.4% | +53.0% | +2.7% |
| 5Y | +10.3% | -93.9% | +104.3% | +7.6% |
| All | +10.3% | -94.2% | +104.5% | +7.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling