+68.4%
HBAN vs URI
+7,134.6%
-7,066.2%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.7% |
| 7D | +0.7% | -2.0% | +2.6% | +1.3% |
| 30D | -3.2% | -12.9% | +9.7% | +1.3% |
| 3M | +4.0% | -6.7% | +10.7% | +5.6% |
| 6M | +3.1% | +19.0% | -15.9% | -4.9% |
| YTD | 0.0% | +25.5% | -25.5% | -10.2% |
| 1Y | -1.2% | +5.5% | -6.7% | -6.1% |
| 3Y | +72.5% | +111.3% | -38.8% | +27.0% |
| 5Y | +39.3% | +198.6% | -159.2% | -10.0% |
| 10Y | +157.3% | +1,179.9% | -1,022.6% | +0.2% |
| All | +68.4% | +7,134.6% | -7,066.2% | -75.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling