+1,622.6%
T vs HPQ
+2,750.4%
-1,127.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.3% |
| 7D | +2.5% | +3.2% | -0.6% | +2.0% |
| 30D | -3.8% | -3.6% | -0.2% | -3.4% |
| 3M | -8.7% | -5.3% | -3.5% | -8.3% |
| 6M | -8.1% | +41.1% | -49.3% | -14.2% |
| YTD | -6.4% | +36.9% | -43.3% | -12.5% |
| 1Y | -9.8% | +23.5% | -33.3% | -14.3% |
| 3Y | +65.5% | +19.6% | +45.9% | +54.5% |
| 5Y | +57.0% | +11.4% | +45.5% | +45.7% |
| 10Y | +60.8% | +160.6% | -99.8% | +25.1% |
| All | +1,622.6% | +2,750.4% | -1,127.8% | +804.4% |
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