+18,229.0%
WDC vs HPQ
+2,897.0%
+15,332.1%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.5% | +6.6% | +4.3% |
| 7D | +6.0% | -0.5% | +6.5% | +6.1% |
| 30D | +9.9% | +3.7% | +6.2% | +7.6% |
| 3M | -9.4% | +24.3% | -33.7% | -20.2% |
| 6M | +94.7% | +64.8% | +30.0% | +45.6% |
| YTD | +177.4% | +43.9% | +133.5% | +119.8% |
| 1Y | +412.6% | +11.7% | +400.9% | +353.9% |
| 3Y | +1,359.8% | +19.7% | +1,340.1% | +1,120.0% |
| 5Y | +992.6% | +32.2% | +960.3% | +763.7% |
| 10Y | +1,245.5% | +198.9% | +1,046.6% | +617.3% |
| All | +18,229.0% | +2,897.0% | +15,332.1% | +3,491.3% |
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 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