+72.4%
UBER vs HPQ
+142.1%
-69.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +8.4% | -9.6% | -4.9% |
| 7D | -5.4% | +9.8% | -15.2% | -9.5% |
| 30D | -4.9% | +22.4% | -27.2% | -13.6% |
| 3M | +3.0% | +45.2% | -42.1% | -14.0% |
| 6M | -4.4% | +96.4% | -100.8% | -32.5% |
| YTD | -12.3% | +65.4% | -77.7% | -33.0% |
| 1Y | -24.3% | +31.6% | -55.9% | -36.0% |
| 3Y | +46.4% | +37.0% | +9.4% | +14.0% |
| 5Y | +79.7% | +53.0% | +26.7% | +23.7% |
| All | +72.4% | +142.1% | -69.7% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 10y: compounded portfolio wealth divided by compounded HPQ 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…
10y analysis · Full analysis span regression · 6 months rolling