+317.5%
TMUS vs HPQ
+259.7%
+57.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +8.4% | -5.5% | +1.2% |
| 7D | +0.4% | +9.8% | -9.3% | -1.6% |
| 30D | +3.5% | +22.4% | -18.8% | -0.9% |
| 3M | -1.3% | +45.2% | -46.5% | -9.0% |
| 6M | -13.6% | +96.4% | -110.0% | -26.0% |
| YTD | -8.8% | +65.4% | -74.1% | -19.1% |
| 1Y | -22.9% | +31.6% | -54.4% | -28.4% |
| 3Y | +36.7% | +37.0% | -0.3% | +21.5% |
| 5Y | +46.6% | +53.0% | -6.4% | +21.5% |
| All | +317.5% | +259.7% | +57.8% | +153.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling