+18.7%
HPQ vs USAR
+27.9%
-9.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.7% | +2.2% |
| 7D | +6.9% | -2.1% | +9.1% | +7.0% |
| 30D | +14.4% | +2.6% | +11.8% | +14.2% |
| 3M | +25.6% | -35.0% | +60.6% | +28.1% |
| 6M | +75.0% | -6.9% | +81.9% | +74.5% |
| YTD | +50.7% | +48.0% | +2.7% | +43.6% |
| 1Y | +18.7% | +24.8% | -6.2% | +17.4% |
| All | +18.7% | +27.9% | -9.2% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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