+78.8%
IVV vs HPQ
+19.9%
+58.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.5% | +3.9% | +0.1% |
| 7D | +0.5% | -0.5% | +1.0% | +0.6% |
| 30D | -1.0% | +3.7% | -4.7% | -1.7% |
| 3M | +3.9% | +24.3% | -20.5% | -0.4% |
| 6M | +14.5% | +64.8% | -50.3% | +2.7% |
| YTD | +12.9% | +43.9% | -31.0% | +4.3% |
| 1Y | +19.4% | +11.7% | +7.7% | +16.8% |
| 3Y | +78.8% | +19.7% | +59.1% | +59.0% |
| All | +78.8% | +19.9% | +58.9% | +59.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling