+243.8%
HPQ vs SU
+267.2%
-23.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.1% | +8.5% | +8.5% |
| 7D | +9.8% | +2.2% | +7.5% | +8.9% |
| 30D | +22.4% | +8.4% | +13.9% | +19.0% |
| 3M | +45.2% | +12.1% | +33.1% | +39.1% |
| 6M | +96.4% | +19.7% | +76.8% | +82.9% |
| YTD | +65.4% | +58.4% | +7.0% | +39.3% |
| 1Y | +31.6% | +67.2% | -35.7% | +8.4% |
| 3Y | +37.0% | +125.0% | -88.0% | +0.2% |
| 5Y | +53.0% | +355.1% | -302.1% | -16.3% |
| All | +243.8% | +267.2% | -23.4% | +98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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