+139.3%
HPQ vs OPEN
-70.7%
+210.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.6% | +2.2% |
| 7D | +6.9% | -4.3% | +11.2% | +7.3% |
| 30D | +14.4% | -16.2% | +30.7% | +15.8% |
| 3M | +25.6% | -36.4% | +62.0% | +29.3% |
| 6M | +75.0% | -35.5% | +110.5% | +79.4% |
| YTD | +50.7% | -46.0% | +96.7% | +55.9% |
| 1Y | +18.7% | -47.1% | +65.8% | +19.1% |
| 3Y | +21.5% | -19.0% | +40.5% | +7.0% |
| 5Y | +31.6% | -83.6% | +115.1% | +16.6% |
| All | +139.3% | -70.7% | +210.0% | +103.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling