+23.1%
IGV vs HPQ
+51.9%
-28.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +8.4% | -8.1% | -2.4% |
| 7D | -2.9% | +9.8% | -12.7% | -6.0% |
| 30D | -1.5% | +22.4% | -23.9% | -8.3% |
| 3M | +11.7% | +45.2% | -33.5% | -2.2% |
| 6M | +18.4% | +96.4% | -78.0% | -7.5% |
| YTD | -3.9% | +65.4% | -69.3% | -20.4% |
| 1Y | -9.7% | +31.6% | -41.2% | -19.3% |
| 3Y | +38.4% | +37.0% | +1.4% | +15.4% |
| All | +23.1% | +51.9% | -28.7% | +3.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling