+100.8%
HBAN vs URI
+1,173.3%
-1,072.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +1.2% |
| 7D | +2.3% | +6.7% | -4.5% | -1.0% |
| 30D | +4.8% | +8.9% | -4.1% | +0.1% |
| 3M | -10.1% | +0.5% | -10.6% | -11.2% |
| 6M | +5.0% | +20.7% | -15.6% | -6.4% |
| YTD | -6.1% | +40.0% | -46.2% | -24.9% |
| 1Y | +4.6% | +34.4% | -29.8% | -14.6% |
| 3Y | +74.9% | +149.5% | -74.5% | -0.8% |
| 5Y | +21.4% | +205.6% | -184.1% | -40.3% |
| All | +100.8% | +1,173.3% | -1,072.5% | -51.1% |
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