+155.3%
HBAN vs URI
+1,233.9%
-1,078.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -1.0% | -2.1% | +1.1% | -0.1% |
| 30D | -5.6% | -12.4% | +6.8% | +0.3% |
| 3M | -1.1% | -7.3% | +6.1% | +1.2% |
| 6M | +9.9% | +27.2% | -17.3% | -5.7% |
| YTD | -0.9% | +23.0% | -23.9% | -14.9% |
| 1Y | -1.4% | +3.9% | -5.3% | -8.1% |
| 3Y | +78.2% | +121.6% | -43.4% | +8.2% |
| 5Y | +37.0% | +201.1% | -164.0% | -31.5% |
| All | +155.3% | +1,233.9% | -1,078.6% | -36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling