+32.2%
HPQ vs PAAS
+117.9%
-85.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.7% | -3.8% | -4.4% |
| 7D | -0.5% | +2.0% | -2.5% | -0.7% |
| 30D | +3.7% | -0.1% | +3.8% | +3.4% |
| 3M | +24.3% | +8.2% | +16.1% | +22.5% |
| 6M | +64.8% | -13.8% | +78.5% | +65.9% |
| YTD | +43.9% | -0.6% | +44.5% | +41.3% |
| 1Y | +11.7% | +44.0% | -32.3% | +3.5% |
| 3Y | +19.7% | +246.6% | -226.9% | -6.2% |
| 5Y | +32.2% | +116.1% | -83.9% | +9.6% |
| All | +32.2% | +117.9% | -85.7% | +9.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling