+217.2%
HPQ vs ROP
+135.7%
+81.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.3% |
| 7D | +3.5% | -8.0% | +11.5% | +9.0% |
| 30D | +13.7% | -2.7% | +16.4% | +15.2% |
| 3M | +33.9% | +16.6% | +17.3% | +20.0% |
| 6M | +80.9% | +10.4% | +70.5% | +67.9% |
| YTD | +52.6% | -12.1% | +64.7% | +63.1% |
| 1Y | +21.2% | -23.6% | +44.9% | +41.7% |
| 3Y | +26.9% | -19.3% | +46.2% | +40.5% |
| 5Y | +41.1% | -15.4% | +56.5% | +49.2% |
| All | +217.2% | +135.7% | +81.5% | +78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROP.
Daily Out/Under-Performance
Portfolio return minus ROP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROP 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ROP 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling