+319.1%
DELL vs HPE
+122.1%
+197.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.5% | +6.0% | +5.5% |
| 7D | +14.9% | -0.6% | +15.5% | +15.5% |
| 30D | +13.3% | -2.3% | +15.6% | +16.0% |
| 3M | +24.4% | -2.9% | +27.3% | +28.2% |
| 6M | +258.0% | +143.6% | +114.4% | +57.0% |
| YTD | +320.2% | +118.5% | +201.7% | +100.5% |
| 1Y | +319.1% | +129.2% | +189.9% | +84.4% |
| All | +319.1% | +122.1% | +197.0% | +84.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling