+790.9%
NOW vs HPQ
+216.0%
+574.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +4.9% | -7.2% | -4.2% |
| 7D | -4.1% | +2.2% | -6.3% | -5.0% |
| 30D | +2.9% | +9.7% | -6.9% | -1.3% |
| 3M | +22.6% | +32.7% | -10.2% | +9.3% |
| 6M | +7.5% | +77.7% | -70.2% | -14.4% |
| YTD | -14.4% | +51.0% | -65.4% | -27.7% |
| 1Y | -29.8% | +18.4% | -48.2% | -35.4% |
| 3Y | +9.2% | +25.6% | -16.3% | -6.8% |
| 5Y | +0.8% | +38.6% | -37.8% | -18.3% |
| 10Y | +790.9% | +226.1% | +564.8% | +367.9% |
| All | +790.9% | +216.0% | +574.9% | +367.9% |
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