+157.6%
HPQ vs UAL
+99.5%
+58.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | +0.5% | +12.5% | -11.9% | -2.7% |
| 30D | -5.9% | +12.2% | -18.1% | -9.0% |
| 3M | -3.7% | -2.6% | -1.1% | -3.5% |
| 6M | +28.1% | +21.1% | +7.0% | +19.8% |
| YTD | +32.5% | +7.8% | +24.7% | +26.0% |
| 1Y | +18.1% | +25.4% | -7.3% | +7.5% |
| 3Y | +16.4% | +217.3% | -200.9% | -21.8% |
| 5Y | +8.9% | +132.9% | -124.0% | -23.9% |
| 10Y | +157.6% | +101.1% | +56.5% | +77.9% |
| All | +157.6% | +99.5% | +58.1% | +77.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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