+197.9%
HPQ vs UUUU
-92.5%
+290.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.3% | +7.4% | +1.5% |
| 7D | +3.5% | -5.0% | +8.5% | +3.8% |
| 30D | +13.7% | -7.8% | +21.5% | +14.1% |
| 3M | +33.9% | -0.4% | +34.3% | +33.4% |
| 6M | +80.9% | -32.9% | +113.8% | +83.8% |
| YTD | +52.6% | -6.3% | +58.8% | +49.9% |
| 1Y | +21.2% | +7.9% | +13.3% | +17.0% |
| 3Y | +26.9% | +85.2% | -58.3% | +14.9% |
| 5Y | +41.1% | +97.0% | -55.8% | +24.7% |
| 10Y | +229.6% | +492.6% | -263.1% | +159.2% |
| All | +197.9% | -92.5% | +290.4% | +136.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling