+3,280.0%
PFE vs HPQ
+3,038.3%
+241.7%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.5% | -1.6% |
| 7D | +1.8% | +6.9% | -5.2% | +0.6% |
| 30D | +10.2% | +14.4% | -4.2% | +7.6% |
| 3M | +12.7% | +25.6% | -12.9% | +8.1% |
| 6M | +10.5% | +75.0% | -64.5% | -0.5% |
| YTD | +20.2% | +50.7% | -30.5% | +10.9% |
| 1Y | +24.1% | +18.7% | +5.4% | +18.8% |
| 3Y | -3.6% | +21.5% | -25.1% | -9.4% |
| 5Y | -20.9% | +31.6% | -52.4% | -28.0% |
| 10Y | +35.8% | +216.1% | -180.2% | +2.8% |
| All | +3,280.0% | +3,038.3% | +241.7% | +1,324.6% |
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