+18.4%
HPQ vs URA
+18.3%
+0.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.3% | +6.3% | +4.9% |
| 7D | +2.2% | +5.7% | -3.5% | +2.2% |
| 30D | +9.7% | +5.6% | +4.2% | +9.6% |
| 3M | +32.7% | +6.2% | +26.5% | +32.8% |
| 6M | +77.7% | -8.2% | +86.0% | +77.9% |
| YTD | +51.0% | +9.7% | +41.3% | +44.6% |
| 1Y | +18.4% | +17.0% | +1.4% | +16.4% |
| All | +18.4% | +18.3% | +0.1% | +16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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