+1,449.6%
NET vs HPQ
+120.9%
+1,328.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.2% | -4.2% | -2.8% |
| 7D | -7.0% | +6.9% | -13.9% | -9.5% |
| 30D | -4.8% | +14.4% | -19.2% | -9.8% |
| 3M | +3.8% | +25.6% | -21.8% | -5.4% |
| 6M | +50.0% | +75.0% | -25.0% | +17.8% |
| YTD | +41.5% | +50.7% | -9.2% | +17.7% |
| 1Y | +32.8% | +18.7% | +14.2% | +21.0% |
| 3Y | +335.9% | +21.5% | +314.4% | +275.8% |
| 5Y | +113.8% | +31.6% | +82.3% | +86.8% |
| All | +1,449.6% | +120.9% | +1,328.7% | +1,255.9% |
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