+151.9%
HPQ vs PWR
+1,857.9%
-1,706.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -1.9% | +19.1% | -21.0% | -7.7% |
| 30D | -5.7% | -12.0% | +6.3% | -3.2% |
| 3M | -0.4% | -10.6% | +10.2% | +0.9% |
| 6M | +40.0% | -20.8% | +60.8% | +45.7% |
| YTD | +34.6% | +43.7% | -9.1% | +6.5% |
| 1Y | +20.4% | +35.0% | -14.6% | -2.5% |
| 3Y | +18.3% | +249.4% | -231.1% | -42.6% |
| 5Y | +9.6% | +422.1% | -412.5% | -58.6% |
| All | +151.9% | +1,857.9% | -1,706.0% | -54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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