+990.1%
VZ vs HPQ
+3,038.3%
-2,048.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.2% | -3.1% | -1.2% |
| 7D | +0.1% | +6.9% | -6.9% | -1.0% |
| 30D | +7.9% | +14.4% | -6.5% | +5.5% |
| 3M | +13.6% | +25.6% | -12.0% | +9.5% |
| 6M | +1.1% | +75.0% | -73.9% | -8.0% |
| YTD | +29.3% | +50.7% | -21.4% | +20.2% |
| 1Y | +21.2% | +18.7% | +2.6% | +16.6% |
| 3Y | +75.9% | +21.5% | +54.4% | +65.6% |
| 5Y | +24.1% | +31.6% | -7.5% | +13.1% |
| 10Y | +62.4% | +216.1% | -153.7% | +23.5% |
| All | +990.1% | +3,038.3% | -2,048.2% | +413.5% |
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