+19.9%
XBI vs HPQ
+51.9%
-31.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +8.4% | -8.8% | -2.6% |
| 7D | -4.6% | +9.8% | -14.4% | -7.2% |
| 30D | -2.0% | +22.4% | -24.4% | -7.7% |
| 3M | +17.8% | +45.2% | -27.4% | +5.0% |
| 6M | +23.7% | +96.4% | -72.7% | -1.4% |
| YTD | +28.2% | +65.4% | -37.2% | +7.9% |
| 1Y | +64.0% | +31.6% | +32.4% | +48.6% |
| 3Y | +99.4% | +37.0% | +62.4% | +69.0% |
| All | +19.9% | +51.9% | -31.9% | +0.2% |
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