+2,771.1%
NOW vs HPQ
+464.7%
+2,306.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.2% | -5.2% | -3.7% |
| 7D | -2.4% | +6.9% | -9.3% | -4.7% |
| 30D | +20.5% | +14.4% | +6.1% | +14.8% |
| 3M | +18.3% | +25.6% | -7.3% | +9.3% |
| 6M | +24.1% | +75.0% | -51.0% | +2.5% |
| YTD | -7.8% | +50.7% | -58.5% | -20.2% |
| 1Y | -21.4% | +18.7% | -40.1% | -26.9% |
| 3Y | +19.5% | +21.5% | -2.0% | +6.1% |
| 5Y | +4.1% | +31.6% | -27.5% | -10.7% |
| 10Y | +826.4% | +216.1% | +610.4% | +504.8% |
| All | +2,771.1% | +464.7% | +2,306.4% | +1,752.6% |
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