+21.3%
HPQ vs WY
+0.3%
+20.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +5.6% | +0.2% | +4.9% |
| 7D | -7.8% | +13.3% | -21.1% | -9.7% |
| 30D | -4.9% | +17.6% | -22.5% | -7.5% |
| 3M | +4.9% | -15.0% | +19.9% | +7.2% |
| 6M | +47.1% | -5.9% | +53.0% | +49.0% |
| YTD | +39.5% | -5.7% | +45.3% | +38.2% |
| 1Y | +21.3% | -0.2% | +21.5% | +20.5% |
| All | +21.3% | +0.3% | +20.9% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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