-63.2%
ADBE vs HPE
+278.3%
-341.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.7% | +5.6% | +2.6% |
| 7D | +1.6% | +7.9% | -6.3% | +0.1% |
| 30D | +1.0% | -23.5% | +24.5% | +5.4% |
| 3M | -10.1% | -19.1% | +8.9% | -8.3% |
| 6M | +3.0% | +51.4% | -48.4% | -13.5% |
| YTD | -30.5% | +103.4% | -134.0% | -47.4% |
| 1Y | -27.1% | +114.4% | -141.5% | -45.9% |
| 3Y | -58.8% | +224.7% | -283.5% | -75.9% |
| All | -63.2% | +278.3% | -341.4% | -80.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling