+18.7%
HPQ vs SUI
-2.0%
+20.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.6% | +2.4% |
| 7D | +6.9% | -2.8% | +9.8% | +8.1% |
| 30D | +14.4% | -1.2% | +15.6% | +14.9% |
| 3M | +25.6% | -1.7% | +27.4% | +26.6% |
| 6M | +75.0% | -10.5% | +85.5% | +83.1% |
| YTD | +50.7% | -1.8% | +52.5% | +51.5% |
| 1Y | +18.7% | -4.1% | +22.7% | +20.4% |
| All | +18.7% | -2.0% | +20.7% | +20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 1y: compounded portfolio wealth divided by compounded SUI 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…
1y analysis · Full analysis span regression · 6 months rolling