+76.4%
AMZN vs HPE
+265.2%
-188.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.1% | -6.9% | -2.8% |
| 7D | -1.0% | +13.6% | -14.7% | -3.8% |
| 30D | -9.2% | +7.7% | -17.0% | -11.0% |
| 3M | +3.4% | +22.4% | -19.0% | -2.0% |
| 6M | +18.2% | +172.6% | -154.4% | -12.5% |
| YTD | +9.3% | +147.5% | -138.2% | -17.1% |
| 1Y | +5.9% | +151.8% | -145.8% | -20.6% |
| All | +76.4% | +265.2% | -188.8% | +12.3% |
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