+386.4%
HPQ vs PWR
+8,331.2%
-7,944.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -1.9% | +19.1% | -21.0% | -5.8% |
| 30D | -5.7% | -12.0% | +6.3% | -4.1% |
| 3M | -0.4% | -10.6% | +10.2% | +0.5% |
| 6M | +40.0% | -20.8% | +60.8% | +43.2% |
| YTD | +34.6% | +43.7% | -9.1% | +19.0% |
| 1Y | +20.4% | +35.0% | -14.6% | +7.8% |
| 3Y | +18.3% | +249.4% | -231.1% | -16.5% |
| 5Y | +9.6% | +422.1% | -412.5% | -30.0% |
| 10Y | +156.3% | +1,868.4% | -1,712.1% | +22.1% |
| All | +386.4% | +8,331.2% | -7,944.8% | +39.5% |
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