+417.4%
WDC vs HPQ
+19.5%
+397.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.2% | +3.6% | +5.9% |
| 7D | +1.7% | +6.9% | -5.2% | +2.0% |
| 30D | -10.0% | +14.4% | -24.4% | -9.4% |
| 3M | -18.8% | +25.6% | -44.4% | -17.9% |
| 6M | +79.0% | +75.0% | +4.0% | +78.4% |
| YTD | +171.6% | +50.7% | +120.9% | +177.4% |
| 1Y | +417.4% | +18.7% | +398.7% | +438.1% |
| All | +417.4% | +19.5% | +397.9% | +438.1% |
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