+26.4%
HPQ vs WWD
+164.0%
-137.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.3% |
| 7D | +3.5% | -2.9% | +6.4% | +4.1% |
| 30D | +13.7% | -6.6% | +20.3% | +15.0% |
| 3M | +33.9% | -9.3% | +43.2% | +35.4% |
| 6M | +80.9% | -13.6% | +94.5% | +83.9% |
| YTD | +52.6% | +10.4% | +42.2% | +42.6% |
| 1Y | +21.2% | +39.9% | -18.6% | +3.1% |
| All | +26.4% | +164.0% | -137.6% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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