+1,285.8%
WDC vs HPQ
+36.4%
+1,249.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +8.4% | -11.4% | -5.1% |
| 7D | -4.3% | +9.8% | -14.1% | -6.8% |
| 30D | -1.5% | +22.4% | -23.8% | -7.0% |
| 3M | -15.5% | +45.2% | -60.6% | -24.9% |
| 6M | +66.5% | +96.4% | -30.0% | +29.5% |
| YTD | +159.9% | +65.4% | +94.5% | +116.7% |
| 1Y | +366.0% | +31.6% | +334.4% | +327.1% |
| 3Y | +1,285.8% | +37.0% | +1,248.8% | +1,068.3% |
| All | +1,285.8% | +36.4% | +1,249.4% | +1,068.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling