+21.8%
RSP vs HPQ
+18.6%
+3.2%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.9% | -4.0% | +1.4% |
| 7D | +2.7% | -7.8% | +10.5% | +3.3% |
| 30D | +5.8% | -4.9% | +10.7% | +6.0% |
| 3M | +1.8% | +4.9% | -3.1% | +1.0% |
| 6M | +11.6% | +47.1% | -35.5% | +6.7% |
| YTD | +18.0% | +39.5% | -21.5% | +13.7% |
| 1Y | +21.8% | +21.3% | +0.6% | +19.8% |
| All | +21.8% | +18.6% | +3.2% | +19.8% |
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