+33.9%
AAPL vs HPE
+122.1%
-88.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.5% | +2.0% | -2.2% |
| 7D | +0.1% | -0.6% | +0.7% | +0.1% |
| 30D | +3.0% | -2.3% | +5.3% | +3.0% |
| 3M | +2.9% | -2.9% | +5.8% | +3.3% |
| 6M | +22.1% | +143.6% | -121.5% | +7.3% |
| YTD | +18.0% | +118.5% | -100.5% | +5.1% |
| 1Y | +33.9% | +129.2% | -95.3% | +24.2% |
| All | +33.9% | +122.1% | -88.2% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HPE.
Daily Out/Under-Performance
Portfolio return minus HPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPE 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 1y: compounded portfolio wealth divided by compounded HPE 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…
1y analysis · Full analysis span regression · 6 months rolling