+47.9%
XBI vs HPQ
+18.6%
+29.3%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +5.9% | -3.2% | +2.6% |
| 7D | +1.0% | -7.8% | +8.8% | +0.9% |
| 30D | +1.9% | -4.9% | +6.8% | +1.7% |
| 3M | +4.8% | +4.9% | -0.1% | +4.5% |
| 6M | +19.3% | +47.1% | -27.8% | +18.4% |
| YTD | +30.6% | +39.5% | -8.9% | +29.4% |
| 1Y | +47.9% | +21.3% | +26.6% | +47.1% |
| All | +47.9% | +18.6% | +29.3% | +47.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling