+1,381.0%
NET vs HPQ
+104.5%
+1,276.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +5.9% | -8.4% | -4.7% |
| 7D | -16.4% | -7.8% | -8.6% | -13.9% |
| 30D | -25.8% | -4.9% | -21.0% | -24.8% |
| 3M | -11.5% | +4.9% | -16.4% | -14.5% |
| 6M | +18.9% | +47.1% | -28.1% | -1.1% |
| YTD | +35.2% | +39.5% | -4.3% | +14.3% |
| 1Y | +14.5% | +21.3% | -6.8% | +1.9% |
| 3Y | +313.8% | +23.5% | +290.3% | +248.1% |
| 5Y | +32.6% | +15.3% | +17.2% | +18.9% |
| All | +1,381.0% | +104.5% | +1,276.5% | +1,216.4% |
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 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