+78.2%
AAPL vs HPE
+265.2%
-187.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.1% | -5.4% | -1.1% |
| 7D | -3.0% | +13.6% | -16.6% | -5.0% |
| 30D | +2.3% | +7.7% | -5.4% | +0.8% |
| 3M | +8.6% | +22.4% | -13.8% | +4.2% |
| 6M | +21.6% | +172.6% | -151.0% | -3.4% |
| YTD | +16.3% | +147.5% | -131.2% | -5.7% |
| 1Y | +35.1% | +151.8% | -116.7% | +8.4% |
| All | +78.2% | +265.2% | -187.0% | +26.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling