+21.2%
HPQ vs TECH
+34.5%
-13.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.3% | +1.1% |
| 7D | +3.5% | -0.5% | +4.0% | +3.5% |
| 30D | +13.7% | 0.0% | +13.7% | +13.7% |
| 3M | +33.9% | +37.4% | -3.6% | +30.6% |
| 6M | +80.9% | +36.9% | +44.0% | +74.4% |
| YTD | +52.6% | +23.1% | +29.5% | +51.1% |
| 1Y | +21.2% | +42.2% | -21.0% | +17.8% |
| All | +21.2% | +34.5% | -13.2% | +17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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