+115.1%
NOK vs HPQ
+51.9%
+63.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +8.4% | -3.6% | +2.3% |
| 7D | +11.0% | +9.8% | +1.2% | +7.8% |
| 30D | +7.8% | +22.4% | -14.5% | +1.1% |
| 3M | -21.0% | +45.2% | -66.2% | -30.3% |
| 6M | +40.9% | +96.4% | -55.5% | +12.1% |
| YTD | +72.0% | +65.4% | +6.6% | +43.7% |
| 1Y | +140.9% | +31.6% | +109.3% | +115.9% |
| 3Y | +194.3% | +37.0% | +157.2% | +148.8% |
| All | +115.1% | +51.9% | +63.3% | +79.7% |
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