+2.6%
NOW vs HPQ
+30.6%
-27.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.5% | -0.5% | -3.3% |
| 7D | -6.1% | -0.5% | -5.6% | -6.0% |
| 30D | +7.5% | +3.7% | +3.7% | +5.5% |
| 3M | +17.5% | +24.3% | -6.8% | +7.5% |
| 6M | +7.9% | +64.8% | -56.8% | -11.1% |
| YTD | -12.4% | +43.9% | -56.3% | -24.3% |
| 1Y | -28.6% | +11.7% | -40.2% | -32.6% |
| 3Y | +11.8% | +19.7% | -7.8% | -4.5% |
| 5Y | +2.6% | +32.2% | -29.6% | -10.0% |
| All | +2.6% | +30.6% | -27.9% | -10.0% |
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