+41.1%
HPQ vs SPXU
-85.5%
+126.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-10 to 2026-09-10.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.8% | +1.7% |
| 7D | +3.5% | +6.4% | -2.9% | +5.9% |
| 30D | +13.7% | +5.9% | +7.7% | +16.3% |
| 3M | +33.9% | -11.7% | +45.5% | +28.5% |
| 6M | +80.9% | -28.7% | +109.6% | +61.8% |
| YTD | +52.6% | -26.4% | +78.9% | +38.8% |
| 1Y | +21.2% | -35.2% | +56.5% | +6.1% |
| 3Y | +26.9% | -79.8% | +106.7% | -20.4% |
| 5Y | +41.1% | -86.1% | +127.2% | -8.0% |
| All | +41.1% | -85.5% | +126.7% | -8.0% |
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 2021-09-10 to 2026-09-10: 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…
2021-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling