+78.9%
UBER vs HPQ
+51.9%
+27.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +8.4% | -9.6% | -3.9% |
| 7D | -5.4% | +9.8% | -15.2% | -8.4% |
| 30D | -4.9% | +22.4% | -27.2% | -11.3% |
| 3M | +3.0% | +45.2% | -42.1% | -9.5% |
| 6M | -4.4% | +96.4% | -100.8% | -25.8% |
| YTD | -12.3% | +65.4% | -77.7% | -27.6% |
| 1Y | -24.3% | +31.6% | -55.9% | -32.3% |
| 3Y | +46.4% | +37.0% | +9.4% | +22.2% |
| All | +78.9% | +51.9% | +27.0% | +49.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling