+19.7%
HPQ vs URA
+121.0%
-101.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.1% | -7.6% | -4.8% |
| 7D | -0.5% | +8.1% | -8.6% | -1.2% |
| 30D | +3.7% | +5.8% | -2.0% | +3.0% |
| 3M | +24.3% | +3.4% | +20.9% | +23.7% |
| 6M | +64.8% | -2.6% | +67.4% | +64.0% |
| YTD | +43.9% | +11.2% | +32.7% | +38.1% |
| 1Y | +11.7% | +19.8% | -8.2% | +5.5% |
| 3Y | +19.7% | +121.5% | -101.8% | +2.4% |
| All | +19.7% | +121.0% | -101.3% | +2.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling