+296.2%
TMUS vs HPQ
+157.9%
+138.3%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | +6.5% | -1.9% | +8.4% | +7.1% |
| 30D | +11.3% | -5.7% | +17.0% | +12.6% |
| 3M | -2.9% | -0.4% | -2.5% | -3.8% |
| 6M | -10.5% | +40.0% | -50.5% | -21.3% |
| YTD | -14.4% | +34.6% | -49.0% | -24.4% |
| 1Y | -17.9% | +20.4% | -38.3% | -25.1% |
| 3Y | +21.9% | +18.3% | +3.5% | +6.0% |
| 5Y | +52.1% | +9.6% | +42.5% | +29.9% |
| 10Y | +242.4% | +156.3% | +86.0% | +89.2% |
| All | +296.2% | +157.9% | +138.3% | +149.3% |
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 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