+249.9%
PLD vs HPQ
+216.0%
+33.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +4.9% | -7.0% | -3.4% |
| 7D | -0.7% | +2.2% | -2.9% | -1.4% |
| 30D | -2.2% | +9.7% | -12.0% | -5.1% |
| 3M | -7.4% | +32.7% | -40.1% | -15.1% |
| 6M | +1.9% | +77.7% | -75.8% | -15.7% |
| YTD | +7.9% | +51.0% | -43.1% | -6.5% |
| 1Y | +25.1% | +18.4% | +6.7% | +16.1% |
| 3Y | +21.9% | +25.6% | -3.7% | +8.1% |
| 5Y | +16.3% | +38.6% | -22.3% | -2.8% |
| 10Y | +249.9% | +226.1% | +23.7% | +112.7% |
| All | +249.9% | +216.0% | +33.8% | +112.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling