+11.3%
NEE vs HPQ
+51.9%
-40.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +8.4% | -8.6% | -1.0% |
| 7D | -1.3% | +9.8% | -11.1% | -2.3% |
| 30D | -3.3% | +22.4% | -25.7% | -5.4% |
| 3M | -2.3% | +45.2% | -47.4% | -6.2% |
| 6M | -8.9% | +96.4% | -105.3% | -16.5% |
| YTD | +4.8% | +65.4% | -60.6% | -1.8% |
| 1Y | +18.7% | +31.6% | -12.8% | +14.7% |
| 3Y | +33.2% | +37.0% | -3.8% | +23.5% |
| All | +11.3% | +51.9% | -40.5% | +4.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling