+375.1%
META vs HPQ
+199.5%
+175.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.5% | +4.0% | +1.0% |
| 7D | +6.0% | -0.5% | +6.5% | +6.2% |
| 30D | +3.6% | +3.7% | -0.1% | +2.0% |
| 3M | +4.9% | +24.3% | -19.4% | -3.5% |
| 6M | -4.7% | +64.8% | -69.5% | -22.8% |
| YTD | -6.9% | +43.9% | -50.8% | -20.8% |
| 1Y | -18.2% | +11.7% | -29.8% | -23.7% |
| 3Y | +107.8% | +19.7% | +88.1% | +80.5% |
| 5Y | +63.9% | +32.2% | +31.7% | +36.9% |
| 10Y | +375.1% | +198.9% | +176.1% | +199.6% |
| All | +375.1% | +199.5% | +175.5% | +199.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling