+100.3%
HPQ vs SE
+569.0%
-468.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -4.1% | +9.0% | +5.5% |
| 7D | +2.2% | -3.6% | +5.9% | +2.7% |
| 30D | +9.7% | -5.3% | +15.1% | +10.2% |
| 3M | +32.7% | +28.1% | +4.6% | +27.3% |
| 6M | +77.7% | +20.7% | +57.1% | +71.3% |
| YTD | +51.0% | -14.8% | +65.8% | +52.3% |
| 1Y | +18.4% | -43.6% | +62.0% | +26.4% |
| 3Y | +25.6% | +184.2% | -158.6% | +3.9% |
| 5Y | +38.6% | -66.3% | +104.9% | +43.9% |
| All | +100.3% | +569.0% | -468.7% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 10y: compounded portfolio wealth divided by compounded SE 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…
10y analysis · Full analysis span regression · 6 months rolling