+776.1%
IVV vs HPQ
+153.0%
+623.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.6% | -1.1% |
| 7D | +0.1% | +6.9% | -6.8% | -1.9% |
| 30D | +0.1% | +14.4% | -14.4% | -4.2% |
| 3M | +2.0% | +25.6% | -23.6% | -5.4% |
| 6M | +13.0% | +75.0% | -62.0% | -6.5% |
| YTD | +13.6% | +50.7% | -37.1% | -2.0% |
| 1Y | +20.1% | +18.7% | +1.4% | +10.7% |
| 3Y | +77.6% | +21.5% | +56.1% | +58.1% |
| 5Y | +82.5% | +31.6% | +50.9% | +54.7% |
| 10Y | +316.5% | +216.1% | +100.5% | +157.7% |
| All | +776.1% | +153.0% | +623.1% | +344.1% |
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