+42.0%
SOFI vs HPQ
+76.8%
-34.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +8.4% | -7.8% | -3.5% |
| 7D | -4.9% | +9.8% | -14.7% | -9.6% |
| 30D | -3.5% | +22.4% | -25.8% | -13.5% |
| 3M | +3.9% | +45.2% | -41.3% | -15.9% |
| 6M | -6.5% | +96.4% | -103.0% | -37.8% |
| YTD | -33.8% | +65.4% | -99.2% | -51.6% |
| 1Y | -33.3% | +31.6% | -64.9% | -44.2% |
| 3Y | +94.6% | +37.0% | +57.6% | +51.5% |
| 5Y | +13.3% | +53.0% | -39.7% | -20.1% |
| All | +42.0% | +76.8% | -34.9% | -30.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling