+47.6%
ON vs HPQ
+18.6%
+28.9%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +5.9% | -7.7% | -2.6% |
| 7D | -5.8% | -7.8% | +2.0% | -4.8% |
| 30D | -17.1% | -4.9% | -12.2% | -16.6% |
| 3M | -11.8% | +4.9% | -16.7% | -11.5% |
| 6M | -30.2% | +47.1% | -77.2% | -35.0% |
| YTD | +31.6% | +39.5% | -8.0% | +23.6% |
| 1Y | +47.6% | +21.3% | +26.3% | +43.6% |
| All | +47.6% | +18.6% | +28.9% | +43.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling