-53.2%
TEAM vs HPQ
+37.8%
-91.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.9% | -4.2% | -1.8% |
| 7D | -4.7% | +2.2% | -6.9% | -5.8% |
| 30D | +17.0% | +9.7% | +7.3% | +11.0% |
| 3M | +85.9% | +32.7% | +53.2% | +61.9% |
| 6M | +116.7% | +77.7% | +38.9% | +63.6% |
| YTD | +9.6% | +51.0% | -41.4% | -10.8% |
| 1Y | -2.5% | +18.4% | -20.9% | -11.4% |
| 3Y | -14.0% | +25.6% | -39.5% | -28.4% |
| All | -53.2% | +37.8% | -91.0% | -56.3% |
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 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