-9.7%
IGV vs HPQ
+30.7%
-40.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +8.4% | -8.1% | -1.5% |
| 7D | -2.9% | +9.8% | -12.7% | -5.0% |
| 30D | -1.5% | +22.4% | -23.9% | -6.3% |
| 3M | +11.7% | +45.2% | -33.5% | +1.6% |
| 6M | +18.4% | +96.4% | -78.0% | +0.1% |
| YTD | -3.9% | +65.4% | -69.3% | -15.7% |
| 1Y | -9.7% | +31.6% | -41.2% | -16.0% |
| All | -9.7% | +30.7% | -40.4% | -16.0% |
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