+52.4%
RSP vs HPQ
+24.5%
+27.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.9% | -5.9% | -1.9% |
| 7D | -1.8% | +2.2% | -4.0% | -2.3% |
| 30D | -2.5% | +9.7% | -12.3% | -4.4% |
| 3M | +3.0% | +32.7% | -29.7% | -2.9% |
| 6M | +8.9% | +77.7% | -68.8% | -4.8% |
| YTD | +13.0% | +51.0% | -38.0% | +2.6% |
| 1Y | +16.2% | +18.4% | -2.2% | +11.8% |
| All | +52.4% | +24.5% | +27.9% | +31.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling