+7.4%
HPQ vs PWR
+396.6%
-389.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +9.4% | -10.1% | -2.4% |
| 7D | -0.6% | -4.8% | +4.1% | -0.4% |
| 30D | -6.5% | -16.2% | +9.8% | -3.8% |
| 3M | -5.1% | -11.9% | +6.9% | -3.9% |
| 6M | +27.3% | -20.6% | +47.9% | +31.1% |
| YTD | +31.7% | +40.3% | -8.6% | +11.7% |
| 1Y | +13.0% | +33.0% | -20.0% | -2.7% |
| 3Y | +18.3% | +250.0% | -231.7% | -33.3% |
| 5Y | +7.4% | +404.2% | -396.8% | -49.6% |
| All | +7.4% | +396.6% | -389.3% | -49.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling