+26.4%
HPQ vs UUUU
+83.7%
-57.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.3% | +7.4% | +1.3% |
| 7D | +3.5% | -5.0% | +8.5% | +3.7% |
| 30D | +13.7% | -7.8% | +21.5% | +13.9% |
| 3M | +33.9% | -0.4% | +34.3% | +33.7% |
| 6M | +80.9% | -32.9% | +113.8% | +82.5% |
| YTD | +52.6% | -6.3% | +58.8% | +48.3% |
| 1Y | +21.2% | +7.9% | +13.3% | +15.9% |
| All | +26.4% | +83.7% | -57.3% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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