-0.5%
UNH vs HPQ
+51.9%
-52.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +8.4% | -10.8% | -3.1% |
| 7D | -4.5% | +9.8% | -14.3% | -5.4% |
| 30D | -6.5% | +22.4% | -28.9% | -8.5% |
| 3M | -6.0% | +45.2% | -51.1% | -9.6% |
| 6M | +33.7% | +96.4% | -62.8% | +24.2% |
| YTD | +16.4% | +65.4% | -49.0% | +9.9% |
| 1Y | +10.1% | +31.6% | -21.5% | +6.1% |
| 3Y | -16.3% | +37.0% | -53.3% | -21.1% |
| All | -0.5% | +51.9% | -52.4% | -10.3% |
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