+1,278.0%
AAPL vs HPE
+581.3%
+696.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +12.4% | -10.7% | -1.8% |
| 7D | +3.8% | +19.4% | -15.6% | -1.9% |
| 30D | +9.9% | +5.6% | +4.3% | +7.4% |
| 3M | +12.5% | +33.1% | -20.6% | +1.3% |
| 6M | +27.6% | +192.5% | -164.8% | -13.6% |
| YTD | +22.6% | +160.9% | -138.4% | -14.2% |
| 1Y | +45.0% | +155.0% | -110.0% | +1.5% |
| 3Y | +87.8% | +289.4% | -201.6% | +6.3% |
| 5Y | +128.7% | +395.7% | -267.0% | +15.7% |
| All | +1,278.0% | +581.3% | +696.6% | +504.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling