+99.4%
XBI vs HPQ
+36.4%
+63.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +8.4% | -8.8% | -1.9% |
| 7D | -4.6% | +9.8% | -14.4% | -6.3% |
| 30D | -2.0% | +22.4% | -24.4% | -5.8% |
| 3M | +17.8% | +45.2% | -27.4% | +9.1% |
| 6M | +23.7% | +96.4% | -72.7% | +5.4% |
| YTD | +28.2% | +65.4% | -37.2% | +14.2% |
| 1Y | +64.0% | +31.6% | +32.4% | +55.3% |
| 3Y | +99.4% | +37.0% | +62.4% | +59.0% |
| All | +99.4% | +36.4% | +63.0% | +59.0% |
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