+31.6%
HPQ vs SU
+67.3%
-35.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.1% | +8.5% | +8.4% |
| 7D | +9.8% | +2.2% | +7.5% | +9.6% |
| 30D | +22.4% | +8.4% | +13.9% | +21.9% |
| 3M | +45.2% | +12.1% | +33.1% | +43.0% |
| 6M | +96.4% | +19.7% | +76.8% | +92.3% |
| YTD | +65.4% | +58.4% | +7.0% | +61.5% |
| 1Y | +31.6% | +67.2% | -35.7% | +24.4% |
| All | +31.6% | +67.3% | -35.7% | +24.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling