+1,006.1%
WDC vs HPQ
+37.8%
+968.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.9% | -3.9% | -1.1% |
| 7D | +7.5% | +2.2% | +5.2% | +6.3% |
| 30D | +10.1% | +9.7% | +0.3% | +5.3% |
| 3M | -6.8% | +32.7% | -39.5% | -19.6% |
| 6M | +84.1% | +77.7% | +6.4% | +32.7% |
| YTD | +180.3% | +51.0% | +129.3% | +119.1% |
| 1Y | +411.1% | +18.4% | +392.7% | +352.5% |
| 3Y | +1,375.0% | +25.6% | +1,349.4% | +1,096.4% |
| All | +1,006.1% | +37.8% | +968.3% | +741.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling