+8,296.9%
WFC vs HPQ
+2,750.4%
+5,546.6%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.3% | -0.1% |
| 7D | +2.5% | +3.2% | -0.6% | +1.6% |
| 30D | +7.0% | -3.6% | +10.6% | +7.7% |
| 3M | -1.8% | -5.3% | +3.5% | -1.2% |
| 6M | +18.4% | +41.1% | -22.7% | +4.5% |
| YTD | -5.6% | +36.9% | -42.5% | -16.6% |
| 1Y | +3.9% | +23.5% | -19.6% | -5.6% |
| 3Y | +126.3% | +19.6% | +106.7% | +103.1% |
| 5Y | +91.1% | +11.4% | +79.7% | +72.4% |
| 10Y | +118.5% | +160.6% | -42.1% | +52.9% |
| All | +8,296.9% | +2,750.4% | +5,546.6% | +2,694.9% |
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