+1,188.5%
WDC vs HPQ
+259.7%
+928.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +8.4% | -11.4% | -7.6% |
| 7D | -4.3% | +9.8% | -14.1% | -9.8% |
| 30D | -1.5% | +22.4% | -23.8% | -12.9% |
| 3M | -15.5% | +45.2% | -60.6% | -33.8% |
| 6M | +66.5% | +96.4% | -30.0% | +4.7% |
| YTD | +159.9% | +65.4% | +94.5% | +80.0% |
| 1Y | +366.0% | +31.6% | +334.4% | +266.4% |
| 3Y | +1,285.8% | +37.0% | +1,248.8% | +908.8% |
| 5Y | +925.6% | +53.0% | +872.6% | +568.4% |
| All | +1,188.5% | +259.7% | +928.8% | +402.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling