+19.7%
HPQ vs UAL
+127.4%
-107.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.8% | -1.7% | -3.8% |
| 7D | -0.5% | +3.5% | -3.9% | -1.2% |
| 30D | +3.7% | -16.5% | +20.2% | +8.0% |
| 3M | +24.3% | +2.8% | +21.5% | +22.4% |
| 6M | +64.8% | +17.6% | +47.2% | +55.4% |
| YTD | +43.9% | -3.2% | +47.1% | +42.0% |
| 1Y | +11.7% | +0.4% | +11.2% | +8.5% |
| 3Y | +19.7% | +128.2% | -108.5% | -10.4% |
| All | +19.7% | +127.4% | -107.7% | -10.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling