-2.7%
SMCI vs HPQ
+19.5%
-22.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.2% | +2.3% | +3.5% |
| 7D | +6.8% | +6.9% | -0.2% | +3.4% |
| 30D | +30.6% | +14.4% | +16.1% | +22.0% |
| 3M | -15.6% | +25.6% | -41.2% | -25.0% |
| 6M | +21.3% | +75.0% | -53.8% | -12.4% |
| YTD | +35.3% | +50.7% | -15.4% | +4.0% |
| 1Y | -2.7% | +18.7% | -21.4% | -20.0% |
| All | -2.7% | +19.5% | -22.2% | -20.0% |
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