+46.9%
PM vs HPQ
+18.6%
+28.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.9% | -4.3% | +1.6% |
| 7D | +4.3% | -7.8% | +12.0% | +4.2% |
| 30D | +11.5% | -4.9% | +16.4% | +11.4% |
| 3M | +13.0% | +4.9% | +8.2% | +13.0% |
| 6M | +25.9% | +47.1% | -21.1% | +27.9% |
| YTD | +34.0% | +39.5% | -5.5% | +34.8% |
| 1Y | +46.9% | +21.3% | +25.6% | +46.4% |
| All | +46.9% | +18.6% | +28.3% | +46.4% |
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