+18.3%
HPQ vs PWR
+245.6%
-227.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +9.4% | -10.1% | -1.4% |
| 7D | -0.6% | -4.8% | +4.1% | -0.5% |
| 30D | -6.5% | -16.2% | +9.8% | -5.1% |
| 3M | -5.1% | -11.9% | +6.9% | -4.4% |
| 6M | +27.3% | -20.6% | +47.9% | +30.3% |
| YTD | +31.7% | +40.3% | -8.6% | +17.0% |
| 1Y | +13.0% | +33.0% | -20.0% | +1.6% |
| 3Y | +18.3% | +250.0% | -231.7% | -23.4% |
| All | +18.3% | +245.6% | -227.3% | -23.4% |
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