+25.1%
HPQ vs TECH
+1.4%
+23.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.1% | +5.0% | +4.9% |
| 7D | +2.2% | -0.1% | +2.3% | +2.2% |
| 30D | +9.7% | +0.3% | +9.5% | +9.7% |
| 3M | +32.7% | +32.9% | -0.2% | +24.2% |
| 6M | +77.7% | +32.1% | +45.6% | +64.2% |
| YTD | +51.0% | +23.4% | +27.6% | +41.8% |
| 1Y | +18.4% | +34.1% | -15.7% | +7.9% |
| All | +25.1% | +1.4% | +23.7% | +14.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling