+908.7%
VZ vs HPQ
+2,663.0%
-1,754.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.3% | +2.4% | -0.4% |
| 7D | +2.1% | -1.1% | +3.3% | +2.3% |
| 30D | +1.4% | -11.7% | +13.1% | +3.2% |
| 3M | -1.3% | +2.0% | -3.2% | -2.0% |
| 6M | -0.5% | +35.9% | -36.4% | -6.1% |
| YTD | +19.6% | +32.7% | -13.0% | +13.0% |
| 1Y | +22.4% | +14.3% | +8.1% | +18.1% |
| 3Y | +55.9% | +17.8% | +38.1% | +46.8% |
| 5Y | +20.4% | +7.6% | +12.9% | +13.0% |
| 10Y | +66.9% | +171.7% | -104.8% | +29.5% |
| All | +908.7% | +2,663.0% | -1,754.3% | +382.8% |
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