+101.9%
WMT vs HPQ
+36.4%
+65.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +8.4% | -7.1% | +0.7% |
| 7D | 0.0% | +9.8% | -9.7% | -0.7% |
| 30D | -7.4% | +22.4% | -29.8% | -8.9% |
| 3M | -10.9% | +45.2% | -56.0% | -13.5% |
| 6M | -12.7% | +96.4% | -109.1% | -17.9% |
| YTD | -3.2% | +65.4% | -68.6% | -7.5% |
| 1Y | +5.3% | +31.6% | -26.3% | +3.0% |
| 3Y | +101.9% | +37.0% | +64.8% | +83.0% |
| All | +101.9% | +36.4% | +65.5% | +83.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling