+135.9%
WMT vs HPQ
+51.9%
+84.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +8.4% | -7.1% | +0.6% |
| 7D | 0.0% | +9.8% | -9.7% | -0.9% |
| 30D | -7.4% | +22.4% | -29.8% | -9.2% |
| 3M | -10.9% | +45.2% | -56.0% | -14.0% |
| 6M | -12.7% | +96.4% | -109.1% | -18.6% |
| YTD | -3.2% | +65.4% | -68.6% | -8.2% |
| 1Y | +5.3% | +31.6% | -26.3% | +2.1% |
| 3Y | +101.9% | +37.0% | +64.8% | +90.6% |
| All | +135.9% | +51.9% | +84.0% | +116.7% |
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