+31.6%
HPQ vs WU
-9.1%
+40.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.6% | +7.8% | +8.3% |
| 7D | +9.8% | -3.5% | +13.2% | +10.7% |
| 30D | +22.4% | -2.9% | +25.3% | +23.3% |
| 3M | +45.2% | -2.3% | +47.4% | +44.1% |
| 6M | +96.4% | -25.4% | +121.8% | +108.3% |
| YTD | +65.4% | -21.2% | +86.6% | +73.0% |
| 1Y | +31.6% | -8.9% | +40.4% | +30.1% |
| All | +31.6% | -9.1% | +40.6% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling