+251.0%
SPOT vs HPQ
+104.2%
+146.8%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.9% | -6.0% | -2.7% |
| 7D | -6.5% | +2.2% | -8.7% | -7.3% |
| 30D | +2.2% | +9.7% | -7.6% | -1.1% |
| 3M | +5.4% | +32.7% | -27.3% | -4.6% |
| 6M | -4.0% | +77.7% | -81.7% | -22.4% |
| YTD | -9.9% | +51.0% | -60.9% | -23.1% |
| 1Y | -27.3% | +18.4% | -45.7% | -33.1% |
| 3Y | +236.4% | +25.6% | +210.8% | +187.7% |
| 5Y | +112.6% | +38.6% | +74.0% | +72.7% |
| All | +251.0% | +104.2% | +146.8% | +132.4% |
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