+75.9%
UBER vs HPQ
+110.6%
-34.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.5% | +1.0% | -1.5% |
| 7D | -2.8% | -0.5% | -2.3% | -2.6% |
| 30D | -2.5% | +3.7% | -6.2% | -4.5% |
| 3M | +4.4% | +24.3% | -19.9% | -6.4% |
| 6M | -2.7% | +64.8% | -67.4% | -25.4% |
| YTD | -10.5% | +43.9% | -54.4% | -27.1% |
| 1Y | -22.5% | +11.7% | -34.1% | -29.2% |
| 3Y | +54.8% | +19.7% | +35.1% | +28.3% |
| 5Y | +82.5% | +32.2% | +50.3% | +34.7% |
| All | +75.9% | +110.6% | -34.7% | -20.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling