+3,196.3%
HPQ vs SU
+61,601.3%
-58,405.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.1% | +8.5% | +8.4% |
| 7D | +9.8% | +2.2% | +7.5% | +9.8% |
| 30D | +22.4% | +8.4% | +13.9% | +22.3% |
| 3M | +45.2% | +12.1% | +33.1% | +45.1% |
| 6M | +96.4% | +19.7% | +76.8% | +96.4% |
| YTD | +65.4% | +58.4% | +7.0% | +65.3% |
| 1Y | +31.6% | +67.2% | -35.7% | +31.5% |
| 3Y | +37.0% | +125.0% | -88.0% | +36.9% |
| 5Y | +53.0% | +355.1% | -302.1% | +52.7% |
| 10Y | +257.2% | +263.7% | -6.4% | +256.6% |
| All | +3,196.3% | +61,601.3% | -58,405.0% | +3,198.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling