+31.3%
NFLX vs HPQ
+51.9%
-20.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +8.4% | -6.6% | -0.5% |
| 7D | -1.1% | +9.8% | -10.8% | -3.7% |
| 30D | +4.3% | +22.4% | -18.1% | -1.6% |
| 3M | -4.8% | +45.2% | -49.9% | -14.7% |
| 6M | -18.4% | +96.4% | -114.9% | -34.4% |
| YTD | -17.4% | +65.4% | -82.8% | -29.9% |
| 1Y | -35.7% | +31.6% | -67.3% | -41.4% |
| 3Y | +73.8% | +37.0% | +36.8% | +45.9% |
| All | +31.3% | +51.9% | -20.5% | +9.8% |
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 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