+11.9%
U vs HPQ
+24.5%
-12.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.9% | -5.4% | -2.8% |
| 7D | +4.4% | +2.2% | +2.1% | +3.1% |
| 30D | -1.3% | +9.7% | -11.0% | -6.2% |
| 3M | +49.6% | +32.7% | +16.8% | +28.5% |
| 6M | +100.2% | +77.7% | +22.5% | +43.6% |
| YTD | -3.7% | +51.0% | -54.7% | -24.2% |
| 1Y | -6.5% | +18.4% | -24.9% | -15.1% |
| All | +11.9% | +24.5% | -12.6% | -19.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling