+3,341.8%
V vs HPQ
+124.7%
+3,217.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | +0.8% |
| 7D | +0.9% | +3.2% | -2.2% | 0.0% |
| 30D | +9.0% | -3.6% | +12.6% | +9.7% |
| 3M | +16.7% | -5.3% | +22.0% | +17.2% |
| 6M | +33.4% | +41.1% | -7.7% | +16.1% |
| YTD | +22.4% | +36.9% | -14.5% | +6.5% |
| 1Y | +27.7% | +23.5% | +4.2% | +14.6% |
| 3Y | +78.0% | +19.6% | +58.4% | +54.5% |
| 5Y | +108.5% | +11.4% | +97.1% | +80.2% |
| 10Y | +459.0% | +160.6% | +298.4% | +238.8% |
| All | +3,341.8% | +124.7% | +3,217.1% | +2,003.3% |
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