+18.4%
HPQ vs URI
+7.5%
+10.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.3% | +3.6% | +4.9% |
| 7D | +2.2% | +5.0% | -2.8% | +2.0% |
| 30D | +9.7% | -9.4% | +19.2% | +10.2% |
| 3M | +32.7% | -5.8% | +38.5% | +32.8% |
| 6M | +77.7% | +25.8% | +51.9% | +71.6% |
| YTD | +51.0% | +27.9% | +23.1% | +40.8% |
| 1Y | +18.4% | +9.7% | +8.7% | +16.3% |
| All | +18.4% | +7.5% | +10.9% | +16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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