+226.1%
HPQ vs PAAS
+218.1%
+8.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.7% | +1.2% | +4.5% |
| 7D | +2.2% | +2.6% | -0.4% | +1.9% |
| 30D | +9.7% | +2.5% | +7.3% | +9.1% |
| 3M | +32.7% | +15.1% | +17.7% | +29.8% |
| 6M | +77.7% | -12.1% | +89.8% | +78.5% |
| YTD | +51.0% | +3.1% | +47.9% | +47.9% |
| 1Y | +18.4% | +50.8% | -32.4% | +9.9% |
| 3Y | +25.6% | +259.5% | -233.9% | +1.4% |
| 5Y | +38.6% | +126.3% | -87.7% | +16.1% |
| 10Y | +226.1% | +239.7% | -13.6% | +158.0% |
| All | +226.1% | +218.1% | +8.0% | +158.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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