+2,926.4%
V vs HPQ
+147.4%
+2,779.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.2% | -3.2% | -1.7% |
| 7D | -1.7% | +6.9% | -8.7% | -3.8% |
| 30D | +2.0% | +14.4% | -12.5% | -2.6% |
| 3M | +17.4% | +25.6% | -8.3% | +8.3% |
| 6M | +17.5% | +75.0% | -57.5% | -4.1% |
| YTD | +7.6% | +50.7% | -43.1% | -8.1% |
| 1Y | +7.7% | +18.7% | -10.9% | -1.1% |
| 3Y | +54.7% | +21.5% | +33.1% | +35.4% |
| 5Y | +73.0% | +31.6% | +41.5% | +42.7% |
| 10Y | +390.9% | +216.1% | +174.8% | +182.4% |
| All | +2,926.4% | +147.4% | +2,779.0% | +1,714.7% |
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 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