+128.5%
WFC vs HPQ
+37.8%
+90.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.9% | -3.0% | +0.5% |
| 7D | +0.4% | +2.2% | -1.8% | -0.2% |
| 30D | +2.5% | +9.7% | -7.3% | -0.6% |
| 3M | +10.0% | +32.7% | -22.7% | 0.0% |
| 6M | +15.1% | +77.7% | -62.6% | -7.3% |
| YTD | -2.2% | +51.0% | -53.2% | -16.6% |
| 1Y | +13.5% | +18.4% | -4.9% | +5.4% |
| 3Y | +135.2% | +25.6% | +109.7% | +104.6% |
| All | +128.5% | +37.8% | +90.7% | +96.5% |
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