+19.7%
HPQ vs PAAS
+247.3%
-227.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.7% | -3.8% | -4.5% |
| 7D | -0.5% | +2.0% | -2.5% | -0.6% |
| 30D | +3.7% | -0.1% | +3.8% | +3.5% |
| 3M | +24.3% | +8.2% | +16.1% | +23.0% |
| 6M | +64.8% | -13.8% | +78.5% | +65.7% |
| YTD | +43.9% | -0.6% | +44.5% | +41.8% |
| 1Y | +11.7% | +44.0% | -32.3% | +5.1% |
| 3Y | +19.7% | +246.6% | -226.9% | -1.4% |
| All | +19.7% | +247.3% | -227.6% | -1.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling