+16.7%
BABA vs HPE
+479.1%
-462.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +7.7% | -8.3% | -2.5% |
| 7D | -0.2% | +10.1% | -10.3% | -2.8% |
| 30D | -12.3% | +5.3% | -17.5% | -13.9% |
| 3M | -5.3% | +12.7% | -18.0% | -9.4% |
| 6M | -13.1% | +167.7% | -180.7% | -35.6% |
| YTD | -22.4% | +135.5% | -157.9% | -40.6% |
| 1Y | -19.5% | +143.4% | -162.9% | -39.3% |
| 3Y | +32.9% | +249.2% | -216.2% | -15.0% |
| 5Y | -29.9% | +343.8% | -373.7% | -58.9% |
| 10Y | +16.7% | +495.9% | -479.1% | -43.2% |
| All | +16.7% | +479.1% | -462.4% | -43.2% |
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