+41.9%
TMUS vs HPQ
+37.7%
+4.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.9% | -6.3% | -2.9% |
| 7D | -5.3% | +1.3% | -6.6% | -5.5% |
| 30D | +0.1% | +8.7% | -8.6% | -1.0% |
| 3M | -0.6% | +31.5% | -32.1% | -3.9% |
| 6M | -17.5% | +76.0% | -93.5% | -23.2% |
| YTD | -11.3% | +49.5% | -60.8% | -15.8% |
| 1Y | -25.4% | +17.3% | -42.7% | -27.3% |
| 3Y | +35.5% | +24.4% | +11.2% | +27.7% |
| 5Y | +41.9% | +37.3% | +4.6% | +36.2% |
| All | +41.9% | +37.7% | +4.2% | +36.2% |
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