+1,872.1%
T vs HPQ
+3,038.3%
-1,166.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.2% | -4.2% | -2.3% |
| 7D | -1.3% | +6.9% | -8.2% | -2.4% |
| 30D | +11.4% | +14.4% | -3.1% | +8.7% |
| 3M | +14.3% | +25.6% | -11.3% | +9.7% |
| 6M | -9.3% | +75.0% | -84.3% | -18.2% |
| YTD | +7.1% | +50.7% | -43.6% | -1.1% |
| 1Y | -9.1% | +18.7% | -27.7% | -12.9% |
| 3Y | +105.3% | +21.5% | +83.8% | +91.8% |
| 5Y | +66.8% | +31.6% | +35.2% | +50.8% |
| 10Y | +66.8% | +216.1% | -149.3% | +26.2% |
| All | +1,872.1% | +3,038.3% | -1,166.2% | +922.5% |
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