+148.0%
ADBE vs HPE
+506.0%
-357.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -6.2% | +3.9% | -0.8% |
| 7D | -12.9% | +1.4% | -14.4% | -13.4% |
| 30D | -5.6% | +1.5% | -7.2% | -6.5% |
| 3M | +6.6% | +21.7% | -15.1% | -0.6% |
| 6M | -9.6% | +164.2% | -173.7% | -34.6% |
| YTD | -28.9% | +132.1% | -161.0% | -46.8% |
| 1Y | -28.9% | +130.6% | -159.6% | -47.1% |
| 3Y | -55.6% | +244.1% | -299.7% | -72.4% |
| 5Y | -62.2% | +340.8% | -403.1% | -78.7% |
| All | +148.0% | +506.0% | -357.9% | +19.2% |
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 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