+132,969.6%
UNH vs HPQ
+3,077.5%
+129,892.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.3% | -1.4% |
| 7D | -3.2% | +3.5% | -6.7% | -3.9% |
| 30D | -3.5% | +13.7% | -17.1% | -6.0% |
| 3M | -4.2% | +33.9% | -38.0% | -9.9% |
| 6M | +38.3% | +80.9% | -42.6% | +21.8% |
| YTD | +19.2% | +52.6% | -33.4% | +8.3% |
| 1Y | +15.0% | +21.2% | -6.3% | +8.9% |
| 3Y | -14.5% | +26.9% | -41.4% | -21.8% |
| 5Y | +4.6% | +41.1% | -36.6% | -8.6% |
| 10Y | +241.1% | +229.6% | +11.6% | +145.8% |
| All | +132,969.6% | +3,077.5% | +129,892.1% | +38,406.3% |
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 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