+217.2%
HPQ vs WCC
+518.6%
-301.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.2% | +4.3% | +2.1% |
| 7D | +3.5% | +1.7% | +1.8% | +2.8% |
| 30D | +13.7% | -6.1% | +19.7% | +15.5% |
| 3M | +33.9% | +3.1% | +30.8% | +30.4% |
| 6M | +80.9% | +28.2% | +52.7% | +61.2% |
| YTD | +52.6% | +41.1% | +11.5% | +30.4% |
| 1Y | +21.2% | +61.3% | -40.0% | -1.7% |
| 3Y | +26.9% | +123.6% | -96.8% | -13.9% |
| 5Y | +41.1% | +214.8% | -173.6% | -20.5% |
| All | +217.2% | +518.6% | -301.4% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling