+2,903.2%
HPQ vs TECH
+101,053.8%
-98,150.6%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.3% | +2.2% |
| 7D | +6.9% | +0.1% | +6.8% | +6.9% |
| 30D | +14.4% | +0.7% | +13.7% | +14.3% |
| 3M | +25.6% | +36.3% | -10.7% | +17.2% |
| 6M | +75.0% | +25.6% | +49.5% | +64.3% |
| YTD | +50.7% | +23.7% | +27.0% | +41.6% |
| 1Y | +18.7% | +37.6% | -19.0% | +8.6% |
| 3Y | +21.5% | -6.6% | +28.1% | +18.1% |
| 5Y | +31.6% | -42.2% | +73.8% | +38.9% |
| 10Y | +216.1% | +187.6% | +28.5% | +145.9% |
| All | +2,903.2% | +101,053.8% | -98,150.6% | +1,254.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling