+172.7%
SLV vs HPQ
+39.0%
+133.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.9% | -2.6% | +1.7% |
| 7D | +2.8% | +2.2% | +0.6% | +2.5% |
| 30D | +2.2% | +9.7% | -7.5% | +1.0% |
| 3M | +2.9% | +32.7% | -29.8% | -0.9% |
| 6M | -22.4% | +77.7% | -100.1% | -28.7% |
| YTD | -5.7% | +51.0% | -56.7% | -11.4% |
| 1Y | +63.3% | +18.4% | +44.9% | +58.5% |
| 3Y | +189.0% | +25.6% | +163.4% | +173.7% |
| 5Y | +172.7% | +38.6% | +134.0% | +148.8% |
| All | +172.7% | +39.0% | +133.6% | +148.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling