+30.8%
SOXX vs HPQ
+19.3%
+11.5%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -70.7% | -1.6% | -69.1% | -70.8% |
| 7D | -23.0% | -7.5% | -15.5% | -22.5% |
| 30D | -32.9% | -7.2% | -25.7% | -32.4% |
| 3M | -25.3% | +4.2% | -29.5% | -24.9% |
| 6M | -17.8% | +42.3% | -60.0% | -20.6% |
| YTD | +32.1% | +37.2% | -5.2% | +30.2% |
| 1Y | +30.8% | +16.1% | +14.6% | +33.6% |
| All | +30.8% | +19.3% | +11.5% | +33.6% |
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