+244.8%
NEE vs HPQ
+259.7%
-14.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +8.4% | -8.6% | -1.5% |
| 7D | -1.3% | +9.8% | -11.1% | -2.9% |
| 30D | -3.3% | +22.4% | -25.7% | -6.6% |
| 3M | -2.3% | +45.2% | -47.4% | -8.4% |
| 6M | -8.9% | +96.4% | -105.3% | -19.8% |
| YTD | +4.8% | +65.4% | -60.6% | -5.0% |
| 1Y | +18.7% | +31.6% | -12.8% | +11.9% |
| 3Y | +33.2% | +37.0% | -3.8% | +21.1% |
| 5Y | +10.9% | +53.0% | -42.1% | -3.9% |
| All | +244.8% | +259.7% | -14.9% | +141.5% |
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