+922.4%
VZ vs HPQ
+2,659.1%
-1,736.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.5% |
| 7D | +2.4% | +0.5% | +1.8% | +2.3% |
| 30D | +11.2% | -5.9% | +17.1% | +12.0% |
| 3M | 0.0% | -3.7% | +3.7% | +0.1% |
| 6M | +1.3% | +28.1% | -26.8% | -3.5% |
| YTD | +21.3% | +32.5% | -11.2% | +14.5% |
| 1Y | +23.9% | +18.1% | +5.8% | +19.0% |
| 3Y | +57.7% | +16.4% | +41.3% | +48.8% |
| 5Y | +21.2% | +8.9% | +12.3% | +13.6% |
| 10Y | +70.6% | +157.6% | -87.1% | +33.5% |
| All | +922.4% | +2,659.1% | -1,736.7% | +389.5% |
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