+327.1%
NET vs HPQ
+22.3%
+304.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.2% | -4.2% | -2.6% |
| 7D | -7.0% | +6.9% | -13.9% | -8.9% |
| 30D | -4.8% | +14.4% | -19.2% | -8.7% |
| 3M | +3.8% | +25.6% | -21.8% | -3.4% |
| 6M | +50.0% | +75.0% | -25.0% | +24.8% |
| YTD | +41.5% | +50.7% | -9.2% | +23.3% |
| 1Y | +32.8% | +18.7% | +14.2% | +25.0% |
| All | +327.1% | +22.3% | +304.7% | +228.8% |
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