+75.2%
HBAN vs URI
+126.5%
-51.3%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.1% | -1.8% |
| 7D | +2.1% | +2.5% | -0.5% | +1.2% |
| 30D | -4.5% | -12.5% | +8.0% | 0.0% |
| 3M | +2.6% | -6.2% | +8.7% | +4.1% |
| 6M | +4.7% | +25.9% | -21.1% | -6.6% |
| YTD | -1.5% | +26.2% | -27.7% | -13.6% |
| 1Y | -1.9% | +5.5% | -7.4% | -6.7% |
| 3Y | +75.2% | +125.0% | -49.8% | +7.4% |
| All | +75.2% | +126.5% | -51.3% | +7.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling