+19.2%
HPQ vs SE
+190.0%
-170.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.1% | -5.6% | -4.6% |
| 7D | -0.5% | +0.6% | -1.1% | -0.6% |
| 30D | +3.7% | -0.1% | +3.8% | +3.4% |
| 3M | +24.3% | +34.1% | -9.8% | +18.7% |
| 6M | +64.8% | +23.2% | +41.5% | +58.8% |
| YTD | +43.9% | -11.2% | +55.1% | +45.0% |
| 1Y | +11.7% | -40.5% | +52.2% | +19.5% |
| All | +19.2% | +190.0% | -170.8% | +12.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling