-52.9%
NVO vs HPQ
+36.4%
-89.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +8.4% | -10.5% | -3.5% |
| 7D | -7.6% | +9.8% | -17.3% | -9.0% |
| 30D | -6.0% | +22.4% | -28.3% | -9.2% |
| 3M | -0.8% | +45.2% | -45.9% | -7.3% |
| 6M | +16.5% | +96.4% | -80.0% | +1.1% |
| YTD | -11.1% | +65.4% | -76.5% | -19.9% |
| 1Y | -16.7% | +31.6% | -48.3% | -21.3% |
| 3Y | -52.9% | +37.0% | -89.9% | -59.2% |
| All | -52.9% | +36.4% | -89.3% | -59.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling