+7,765.4%
AMD vs HPE
+370.3%
+7,395.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -3.7% | -5.0% | -6.7% |
| 7D | +18.9% | +7.9% | +11.1% | +14.6% |
| 30D | -6.4% | -23.5% | +17.0% | +9.7% |
| 3M | +10.6% | -19.1% | +29.6% | +24.0% |
| 6M | +19.9% | +51.4% | -31.5% | -6.5% |
| YTD | +149.4% | +103.4% | +45.9% | +63.5% |
| 1Y | +115.4% | +114.4% | +1.0% | +37.1% |
| 3Y | +357.3% | +224.7% | +132.6% | +120.3% |
| 5Y | +261.1% | +277.8% | -16.6% | +62.3% |
| All | +7,765.4% | +370.3% | +7,395.1% | +3,147.2% |
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