+67.7%
V vs HPQ
+39.0%
+28.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.9% | -5.3% | -1.3% |
| 7D | -2.9% | +2.2% | -5.1% | -3.4% |
| 30D | +1.9% | +9.7% | -7.9% | -0.3% |
| 3M | +13.2% | +32.7% | -19.5% | +6.1% |
| 6M | +16.7% | +77.7% | -61.0% | +0.9% |
| YTD | +5.4% | +51.0% | -45.6% | -5.3% |
| 1Y | +7.7% | +18.4% | -10.7% | +2.5% |
| 3Y | +52.0% | +25.6% | +26.4% | +36.0% |
| 5Y | +67.7% | +38.6% | +29.1% | +44.4% |
| All | +67.7% | +39.0% | +28.7% | +44.4% |
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 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