+19.7%
HPQ vs PWR
+206.3%
-186.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.3% | -6.8% | -4.8% |
| 7D | -0.5% | +4.5% | -5.0% | -1.0% |
| 30D | +3.7% | -4.9% | +8.6% | +4.2% |
| 3M | +24.3% | -7.9% | +32.2% | +25.5% |
| 6M | +64.8% | +18.3% | +46.4% | +56.5% |
| YTD | +43.9% | +51.5% | -7.6% | +28.4% |
| 1Y | +11.7% | +70.3% | -58.7% | -3.4% |
| 3Y | +19.7% | +210.6% | -190.9% | -16.1% |
| All | +19.7% | +206.3% | -186.6% | -16.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling