+175.0%
ADBE vs HPE
+501.1%
-326.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.7% | +5.6% | +2.7% |
| 7D | +1.6% | +7.9% | -6.3% | -0.3% |
| 30D | +1.0% | -23.5% | +24.5% | +6.4% |
| 3M | -10.1% | -19.1% | +8.9% | -7.8% |
| 6M | +3.0% | +51.4% | -48.4% | -13.5% |
| YTD | -30.5% | +103.4% | -134.0% | -47.2% |
| 1Y | -27.1% | +114.4% | -141.5% | -45.6% |
| 3Y | -58.8% | +224.7% | -283.5% | -74.4% |
| 5Y | -63.0% | +277.8% | -340.8% | -78.2% |
| 10Y | +134.5% | +371.1% | -236.6% | +21.9% |
| All | +175.0% | +501.1% | -326.1% | +28.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling