+22.0%
VZ vs HPQ
+16.6%
+5.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.9% | -5.2% | -1.6% |
| 7D | -1.0% | +1.3% | -2.2% | -1.1% |
| 30D | +5.8% | +8.7% | -2.9% | +4.9% |
| 3M | +10.5% | +31.5% | -21.0% | +7.9% |
| 6M | +1.8% | +76.0% | -74.2% | -2.1% |
| YTD | +28.3% | +49.5% | -21.3% | +24.4% |
| 1Y | +22.0% | +17.3% | +4.7% | +20.3% |
| All | +22.0% | +16.6% | +5.4% | +20.3% |
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 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