+16.2%
HPQ vs Q
+75.3%
-59.1%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.3% | -6.8% | -4.5% |
| 7D | -0.5% | +6.7% | -7.2% | -0.4% |
| 30D | +3.7% | -10.6% | +14.3% | +3.7% |
| 3M | +24.3% | -14.6% | +38.9% | +24.3% |
| 6M | +64.8% | +12.1% | +52.7% | +61.1% |
| YTD | +43.9% | +51.3% | -7.4% | +37.8% |
| All | +16.2% | +75.3% | -59.1% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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