+65.7%
T vs HPQ
+37.8%
+27.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.9% | -6.7% | -2.3% |
| 7D | -3.1% | +2.2% | -5.3% | -3.4% |
| 30D | +4.6% | +9.7% | -5.2% | +3.4% |
| 3M | +12.2% | +32.7% | -20.5% | +8.5% |
| 6M | -6.5% | +77.7% | -84.2% | -12.7% |
| YTD | +4.9% | +51.0% | -46.1% | -0.4% |
| 1Y | -10.5% | +18.4% | -28.9% | -12.7% |
| 3Y | +104.6% | +25.6% | +79.0% | +92.8% |
| All | +65.7% | +37.8% | +27.9% | +48.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling