+401.2%
AMD vs HPE
+240.9%
+160.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.2% | +6.0% | +6.0% |
| 7D | +44.7% | +13.6% | +31.1% | +35.2% |
| 30D | -3.3% | -27.1% | +23.8% | +15.5% |
| 3M | +21.2% | -14.5% | +35.7% | +31.5% |
| 6M | +30.6% | +66.9% | -36.4% | -3.2% |
| YTD | +173.3% | +111.3% | +62.0% | +77.1% |
| 1Y | +126.1% | +117.5% | +8.6% | +44.0% |
| All | +401.2% | +240.9% | +160.3% | +139.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling