+80.3%
IVV vs HPQ
+17.0%
+63.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.7% | +3.1% | +2.5% |
| 7D | +0.1% | -0.6% | +0.7% | +0.2% |
| 30D | -3.3% | -6.5% | +3.1% | -2.5% |
| 3M | -2.4% | -5.1% | +2.7% | -2.3% |
| 6M | +2.6% | +27.3% | -24.7% | -3.3% |
| YTD | +11.3% | +31.7% | -20.4% | +3.8% |
| 1Y | +13.4% | +13.0% | +0.5% | +9.5% |
| 3Y | +80.3% | +18.3% | +62.0% | +64.7% |
| All | +80.3% | +17.0% | +63.2% | +64.7% |
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