+1,972.6%
NOW vs HPQ
+397.2%
+1,575.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.3% | +2.9% | +0.7% |
| 7D | -3.0% | -1.1% | -1.9% | -2.7% |
| 30D | -26.0% | -11.7% | -14.3% | -23.0% |
| 3M | -13.1% | +2.0% | -15.1% | -14.6% |
| 6M | +14.5% | +35.9% | -21.3% | +2.4% |
| YTD | -33.4% | +32.7% | -66.1% | -40.3% |
| 1Y | -40.6% | +14.3% | -54.9% | -44.3% |
| 3Y | -16.3% | +17.8% | -34.1% | -25.4% |
| 5Y | -26.3% | +7.6% | -33.9% | -32.8% |
| 10Y | +512.7% | +171.7% | +341.0% | +316.8% |
| All | +1,972.6% | +397.2% | +1,575.4% | +1,286.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling