+18.4%
HPQ vs PWR
+67.5%
-49.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.9% | +6.8% | +4.8% |
| 7D | +2.2% | +2.7% | -0.4% | +2.4% |
| 30D | +9.7% | -5.1% | +14.9% | +9.4% |
| 3M | +32.7% | -9.4% | +42.1% | +33.9% |
| 6M | +77.7% | +10.4% | +67.3% | +74.2% |
| YTD | +51.0% | +48.6% | +2.3% | +41.0% |
| 1Y | +18.4% | +68.0% | -49.6% | +12.0% |
| All | +18.4% | +67.5% | -49.1% | +12.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling