+295.2%
WBD vs HPQ
+452.5%
-157.3%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +8.4% | -9.0% | -3.7% |
| 7D | -0.7% | +9.8% | -10.5% | -4.5% |
| 30D | +1.4% | +22.4% | -20.9% | -6.7% |
| 3M | +4.4% | +45.2% | -40.8% | -10.7% |
| 6M | +0.8% | +96.4% | -95.6% | -25.0% |
| YTD | -2.7% | +65.4% | -68.1% | -22.9% |
| 1Y | +73.4% | +31.6% | +41.8% | +49.2% |
| 3Y | +142.1% | +37.0% | +105.1% | +101.2% |
| 5Y | +7.2% | +53.0% | -45.8% | -15.7% |
| 10Y | +14.2% | +257.2% | -243.0% | -39.6% |
| All | +295.2% | +452.5% | -157.3% | +95.9% |
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