-40.8%
SOFI vs HPQ
+18.6%
-59.4%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.9% | -2.2% | +3.0% |
| 7D | +1.4% | -7.8% | +9.2% | +2.1% |
| 30D | +9.2% | -4.9% | +14.1% | +9.3% |
| 3M | -7.1% | +4.9% | -11.9% | -8.5% |
| 6M | +7.3% | +47.1% | -39.8% | +2.0% |
| YTD | -33.6% | +39.5% | -73.1% | -36.2% |
| 1Y | -40.8% | +21.3% | -62.1% | -40.3% |
| All | -40.8% | +18.6% | -59.4% | -40.3% |
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