+21.5%
HPQ vs URI
+33.7%
-12.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.3% |
| 7D | -1.9% | +9.3% | -11.2% | -2.0% |
| 30D | -5.7% | +7.6% | -13.3% | -5.8% |
| 3M | -0.4% | +1.0% | -1.5% | -0.4% |
| 6M | +40.0% | +19.8% | +20.2% | +38.6% |
| YTD | +34.6% | +41.9% | -7.2% | +24.9% |
| All | +21.5% | +33.7% | -12.1% | +17.1% |
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