+21.9%
HPQ vs Q
+78.4%
-56.5%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.8% | +3.1% | +5.0% |
| 7D | +2.2% | +6.6% | -4.4% | +2.3% |
| 30D | +9.7% | -6.6% | +16.3% | +9.7% |
| 3M | +32.7% | -13.2% | +46.0% | +32.7% |
| 6M | +77.7% | +9.9% | +67.8% | +74.2% |
| YTD | +51.0% | +53.9% | -3.0% | +44.6% |
| All | +21.9% | +78.4% | -56.5% | +14.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling