+19.7%
HPQ vs W
+44.2%
-24.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.5% | -5.0% | -4.6% |
| 7D | -0.5% | +6.5% | -7.0% | -1.5% |
| 30D | +3.7% | -6.2% | +9.9% | +4.6% |
| 3M | +24.3% | +48.9% | -24.6% | +14.6% |
| 6M | +64.8% | +31.2% | +33.6% | +54.0% |
| YTD | +43.9% | -0.4% | +44.3% | +40.1% |
| 1Y | +11.7% | +14.8% | -3.2% | +4.6% |
| 3Y | +19.7% | +40.5% | -20.8% | -9.6% |
| All | +19.7% | +44.2% | -24.5% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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