+18.7%
HPQ vs SPXU
-40.4%
+59.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.3% | +1.0% | +2.5% |
| 7D | +6.9% | -0.1% | +7.1% | +6.9% |
| 30D | +14.4% | +0.8% | +13.6% | +14.8% |
| 3M | +25.6% | -4.7% | +30.3% | +25.7% |
| 6M | +75.0% | -29.6% | +104.7% | +64.3% |
| YTD | +50.7% | -29.9% | +80.6% | +42.0% |
| 1Y | +18.7% | -39.1% | +57.7% | +6.8% |
| All | +18.7% | -40.4% | +59.0% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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