+45.2%
NU vs HPQ
+7.9%
+37.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +4.9% | -7.1% | -3.9% |
| 7D | -2.6% | +2.2% | -4.8% | -3.5% |
| 30D | +8.2% | +9.7% | -1.5% | +4.2% |
| 3M | +26.3% | +32.7% | -6.5% | +12.2% |
| 6M | +2.2% | +77.7% | -75.5% | -21.2% |
| YTD | -10.4% | +51.0% | -61.4% | -26.1% |
| 1Y | -3.0% | +18.4% | -21.4% | -10.8% |
| 3Y | +120.3% | +25.6% | +94.7% | +84.4% |
| All | +45.2% | +7.9% | +37.3% | +31.3% |
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