+12.8%
HPQ vs UAL
+0.8%
+12.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.8% | -1.7% | -4.0% |
| 7D | -0.5% | +3.5% | -3.9% | -1.0% |
| 30D | +3.7% | -16.5% | +20.2% | +6.7% |
| 3M | +24.3% | +2.8% | +21.5% | +22.7% |
| 6M | +64.8% | +17.6% | +47.2% | +57.0% |
| YTD | +43.9% | -3.2% | +47.1% | +44.0% |
| All | +12.8% | +0.8% | +12.1% | +7.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling