+8,432.7%
WFC vs HPQ
+2,897.0%
+5,535.7%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.5% | +2.3% | -1.0% |
| 7D | +1.1% | -0.5% | +1.5% | +1.2% |
| 30D | +0.8% | +3.7% | -2.9% | -0.5% |
| 3M | +9.3% | +24.3% | -15.0% | +1.8% |
| 6M | +10.6% | +64.8% | -54.1% | -6.4% |
| YTD | -4.1% | +43.9% | -48.0% | -15.7% |
| 1Y | +13.6% | +11.7% | +1.9% | +7.0% |
| 3Y | +130.7% | +19.7% | +111.1% | +108.6% |
| 5Y | +126.7% | +32.2% | +94.5% | +96.1% |
| 10Y | +132.1% | +198.9% | -66.8% | +57.7% |
| All | +8,432.7% | +2,897.0% | +5,535.7% | +2,723.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling