-2.1%
IGV vs HPQ
+19.5%
-21.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.2% | -4.4% | -2.7% |
| 7D | -4.5% | +6.9% | -11.4% | -6.0% |
| 30D | +3.2% | +14.4% | -11.2% | -0.3% |
| 3M | +4.5% | +25.6% | -21.1% | -1.5% |
| 6M | +22.1% | +75.0% | -52.9% | +6.2% |
| YTD | -1.0% | +50.7% | -51.7% | -11.2% |
| 1Y | -2.1% | +18.7% | -20.8% | -6.6% |
| All | -2.1% | +19.5% | -21.6% | -6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 HPQ 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