+282.6%
SPGI vs HPQ
+231.8%
+50.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -2.9% | -2.2% |
| 7D | -8.9% | +3.5% | -12.4% | -9.9% |
| 30D | +0.6% | +13.7% | -13.0% | -3.4% |
| 3M | +2.0% | +33.9% | -31.9% | -7.3% |
| 6M | +0.1% | +80.9% | -80.8% | -18.3% |
| YTD | -16.4% | +52.6% | -69.0% | -28.2% |
| 1Y | -18.9% | +21.2% | -40.2% | -25.5% |
| 3Y | +13.8% | +26.9% | -13.1% | -1.4% |
| 5Y | +0.5% | +41.1% | -40.6% | -19.6% |
| All | +282.6% | +231.8% | +50.7% | +124.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling