+910.3%
XBI vs HPQ
+298.1%
+612.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.7% | -2.0% |
| 7D | -4.6% | +3.5% | -8.1% | -5.8% |
| 30D | -0.8% | +13.7% | -14.5% | -5.4% |
| 3M | +21.8% | +33.9% | -12.0% | +9.1% |
| 6M | +23.2% | +80.9% | -57.7% | -2.3% |
| YTD | +28.7% | +52.6% | -23.8% | +7.9% |
| 1Y | +67.8% | +21.2% | +46.5% | +51.4% |
| 3Y | +100.6% | +26.9% | +73.8% | +72.6% |
| 5Y | +19.8% | +41.1% | -21.3% | -3.1% |
| 10Y | +159.7% | +229.6% | -69.8% | +48.3% |
| All | +910.3% | +298.1% | +612.2% | +403.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling