+217.2%
HPQ vs THC
+1,021.1%
-803.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.1% | +3.1% | +1.5% |
| 7D | +3.5% | 0.0% | +3.5% | +3.5% |
| 30D | +13.7% | +1.5% | +12.1% | +13.3% |
| 3M | +33.9% | +59.9% | -26.0% | +21.5% |
| 6M | +80.9% | +11.0% | +69.9% | +75.7% |
| YTD | +52.6% | +32.6% | +20.0% | +42.2% |
| 1Y | +21.2% | +37.4% | -16.1% | +11.8% |
| 3Y | +26.9% | +252.5% | -225.7% | -6.4% |
| 5Y | +41.1% | +262.3% | -221.2% | -0.3% |
| All | +217.2% | +1,021.1% | -803.9% | +64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded THC 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling