+7,273.1%
NEE vs HPQ
+2,897.0%
+4,376.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.5% | +5.0% | +1.0% |
| 7D | +1.1% | -0.5% | +1.6% | +1.1% |
| 30D | -0.2% | +3.7% | -4.0% | -0.7% |
| 3M | +0.5% | +24.3% | -23.8% | -2.1% |
| 6M | -6.5% | +64.8% | -71.3% | -12.4% |
| YTD | +6.7% | +43.9% | -37.2% | +1.5% |
| 1Y | +23.6% | +11.7% | +12.0% | +20.7% |
| 3Y | +37.1% | +19.7% | +17.5% | +31.2% |
| 5Y | +10.9% | +32.2% | -21.3% | +3.9% |
| 10Y | +245.4% | +198.9% | +46.4% | +190.4% |
| All | +7,273.1% | +2,897.0% | +4,376.2% | +4,993.4% |
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