+27.1%
BABA vs HPE
+213.2%
-186.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.5% | +5.8% | +2.0% |
| 7D | -4.8% | -0.6% | -4.2% | -4.7% |
| 30D | -11.9% | -2.3% | -9.6% | -11.8% |
| 3M | -9.3% | -2.9% | -6.4% | -9.5% |
| 6M | -14.2% | +143.6% | -157.8% | -26.6% |
| YTD | -22.0% | +118.5% | -140.6% | -32.2% |
| 1Y | -12.7% | +129.2% | -141.9% | -24.7% |
| All | +27.1% | +213.2% | -186.1% | +2.0% |
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