+945.1%
IGV vs HPQ
+388.1%
+557.0%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.9% | -5.7% | -2.7% |
| 7D | -1.5% | +2.2% | -3.8% | -2.5% |
| 30D | -3.0% | +9.7% | -12.8% | -6.9% |
| 3M | +9.6% | +32.7% | -23.2% | -2.8% |
| 6M | +16.1% | +77.7% | -61.6% | -9.1% |
| YTD | -3.6% | +51.0% | -54.6% | -19.8% |
| 1Y | -7.8% | +18.4% | -26.2% | -16.4% |
| 3Y | +40.0% | +25.6% | +14.4% | +19.3% |
| 5Y | +21.2% | +38.6% | -17.4% | -3.2% |
| 10Y | +364.4% | +226.1% | +138.3% | +142.7% |
| All | +945.1% | +388.1% | +557.0% | +203.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling