+444.4%
HPQ vs PWR
+8,583.6%
-8,139.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.5% | +2.1% |
| 7D | +6.9% | +3.6% | +3.3% | +6.1% |
| 30D | +14.4% | -8.6% | +23.0% | +16.5% |
| 3M | +25.6% | -13.2% | +38.8% | +27.9% |
| 6M | +75.0% | +9.9% | +65.1% | +67.6% |
| YTD | +50.7% | +48.0% | +2.7% | +34.2% |
| 1Y | +18.7% | +66.2% | -47.5% | +2.6% |
| 3Y | +21.5% | +195.1% | -173.6% | -9.9% |
| 5Y | +31.6% | +442.6% | -411.0% | -15.6% |
| 10Y | +216.1% | +2,334.2% | -2,118.2% | +46.4% |
| All | +444.4% | +8,583.6% | -8,139.1% | +57.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling