+1.3%
U vs HPQ
+30.7%
-29.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +8.4% | -3.9% | +2.1% |
| 7D | +5.5% | +9.8% | -4.2% | +2.6% |
| 30D | -1.3% | +22.4% | -23.6% | -7.4% |
| 3M | +64.6% | +45.2% | +19.4% | +45.4% |
| 6M | +119.4% | +96.4% | +22.9% | +71.8% |
| YTD | -0.5% | +65.4% | -65.9% | -15.8% |
| 1Y | +1.3% | +31.6% | -30.3% | -4.5% |
| All | +1.3% | +30.7% | -29.5% | -4.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling