+95.5%
AMD vs HPE
+113.0%
-17.6%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.7% | +6.7% | +4.0% |
| 7D | -15.5% | -17.0% | +1.5% | -6.6% |
| 30D | -22.6% | -26.7% | +4.1% | -9.2% |
| 3M | -5.7% | -4.1% | -1.6% | -4.8% |
| 6M | +43.1% | +75.4% | -32.3% | +3.9% |
| YTD | +128.2% | +111.0% | +17.2% | +55.7% |
| 1Y | +95.5% | +116.4% | -21.0% | +30.1% |
| All | +95.5% | +113.0% | -17.6% | +30.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling