+51.4%
ON vs HPQ
+37.8%
+13.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.9% | -5.1% | -3.1% |
| 7D | -1.9% | +2.2% | -4.1% | -3.3% |
| 30D | -11.0% | +9.7% | -20.8% | -16.9% |
| 3M | -39.3% | +32.7% | -72.1% | -50.8% |
| 6M | +19.8% | +77.7% | -57.9% | -24.6% |
| YTD | +31.1% | +51.0% | -19.9% | -7.8% |
| 1Y | +46.0% | +18.4% | +27.6% | +22.7% |
| 3Y | -27.5% | +25.6% | -53.1% | -44.6% |
| All | +51.4% | +37.8% | +13.6% | +11.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling