+282.9%
SMH vs HPQ
+36.4%
+246.5%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +8.4% | -6.9% | -0.9% |
| 7D | +0.3% | +9.8% | -9.5% | -2.5% |
| 30D | -2.8% | +22.4% | -25.1% | -8.8% |
| 3M | -6.7% | +45.2% | -51.9% | -17.8% |
| 6M | +41.8% | +96.4% | -54.7% | +8.4% |
| YTD | +57.9% | +65.4% | -7.5% | +29.7% |
| 1Y | +87.6% | +31.6% | +56.1% | +70.6% |
| 3Y | +282.9% | +37.0% | +245.9% | +209.4% |
| All | +282.9% | +36.4% | +246.5% | +209.4% |
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