-0.3%
SPOT vs HPQ
+18.6%
-18.9%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +5.9% | -1.3% | +3.5% |
| 7D | +16.6% | -7.8% | +24.3% | +18.0% |
| 30D | +29.9% | -4.9% | +34.8% | +30.7% |
| 3M | +31.3% | +4.9% | +26.4% | +28.4% |
| 6M | +43.2% | +47.1% | -3.8% | +28.2% |
| YTD | +8.1% | +39.5% | -31.4% | -7.2% |
| 1Y | -0.3% | +21.3% | -21.6% | -15.3% |
| All | -0.3% | +18.6% | -18.9% | -15.3% |
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