+36.3%
HBAN vs URI
+211.3%
-175.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.1% | -1.8% |
| 7D | +2.1% | +2.5% | -0.5% | +1.0% |
| 30D | -4.5% | -12.5% | +8.0% | +1.0% |
| 3M | +2.6% | -6.2% | +8.7% | +4.3% |
| 6M | +4.7% | +25.9% | -21.1% | -8.5% |
| YTD | -1.5% | +26.2% | -27.7% | -15.4% |
| 1Y | -1.9% | +5.5% | -7.4% | -8.2% |
| 3Y | +75.2% | +125.0% | -49.8% | +6.0% |
| All | +36.3% | +211.3% | -175.1% | -33.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling