+51.0%
HPQ vs WU
-51.3%
+102.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.6% | +7.8% | +8.2% |
| 7D | +9.8% | -3.5% | +13.2% | +11.2% |
| 30D | +22.4% | -2.9% | +25.3% | +23.8% |
| 3M | +45.2% | -2.3% | +47.4% | +44.1% |
| 6M | +96.4% | -25.4% | +121.8% | +116.8% |
| YTD | +65.4% | -21.2% | +86.6% | +78.1% |
| 1Y | +31.6% | -8.9% | +40.4% | +32.3% |
| 3Y | +37.0% | -29.0% | +66.0% | +49.4% |
| All | +51.0% | -51.3% | +102.3% | +95.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling