+2,583.1%
HPQ vs WM
+29,499.1%
-26,916.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.6% |
| 7D | -1.9% | +1.2% | -3.1% | -2.1% |
| 30D | -5.7% | +15.2% | -21.0% | -8.5% |
| 3M | -0.4% | +8.3% | -8.7% | -2.2% |
| 6M | +40.0% | +13.1% | +26.9% | +36.1% |
| YTD | +34.6% | +12.5% | +22.1% | +30.7% |
| 1Y | +20.4% | +21.8% | -1.4% | +14.9% |
| 3Y | +18.3% | +48.8% | -30.5% | +7.4% |
| 5Y | +9.6% | +62.1% | -52.5% | -2.6% |
| 10Y | +156.3% | +331.5% | -175.2% | +89.4% |
| All | +2,583.1% | +29,499.1% | -26,916.0% | +1,537.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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