+33.5%
NEE vs HPQ
+25.8%
+7.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.3% |
| 7D | -1.9% | +3.5% | -5.4% | -2.1% |
| 30D | -3.1% | +13.7% | -16.8% | -3.7% |
| 3M | -2.4% | +33.9% | -36.3% | -3.8% |
| 6M | -8.6% | +80.9% | -89.5% | -12.3% |
| YTD | +4.9% | +52.6% | -47.6% | +2.2% |
| 1Y | +19.4% | +21.2% | -1.9% | +18.8% |
| All | +33.5% | +25.8% | +7.6% | +7.1% |
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 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