+11.7%
HPQ vs ROIV
+221.6%
-209.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +18.8% | -23.3% | -3.8% |
| 7D | -0.5% | +20.2% | -20.6% | +0.3% |
| 30D | +3.7% | +14.1% | -10.4% | +4.5% |
| 3M | +24.3% | +45.6% | -21.3% | +24.4% |
| 6M | +64.8% | +44.1% | +20.6% | +63.7% |
| YTD | +43.9% | +91.2% | -47.2% | +38.1% |
| 1Y | +11.7% | +221.3% | -209.7% | +7.8% |
| All | +11.7% | +221.6% | -209.9% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling