+2,627.7%
HPQ vs TECH
+101,682.3%
-99,054.6%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | +3.2% | +0.1% | +3.0% | +3.1% |
| 30D | -3.6% | +0.5% | -4.1% | -3.7% |
| 3M | -5.3% | +1.1% | -6.4% | -5.5% |
| 6M | +41.1% | +62.8% | -21.7% | +27.0% |
| YTD | +36.9% | +24.5% | +12.4% | +28.4% |
| 1Y | +23.5% | +20.6% | +2.9% | +16.6% |
| 3Y | +19.6% | +29.5% | -9.9% | +9.0% |
| 5Y | +11.4% | -40.9% | +52.3% | +17.3% |
| 10Y | +160.6% | +189.5% | -28.9% | +102.5% |
| All | +2,627.7% | +101,682.3% | -99,054.6% | +1,128.6% |
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