+140.1%
GOOGL vs HPE
+394.3%
-254.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +12.4% | -10.7% | -0.7% |
| 7D | 0.0% | +19.4% | -19.4% | -3.8% |
| 30D | -1.4% | +5.6% | -7.0% | -2.9% |
| 3M | -5.3% | +33.1% | -38.4% | -11.7% |
| 6M | +9.8% | +192.5% | -182.7% | -18.5% |
| YTD | +8.4% | +160.9% | -152.6% | -17.4% |
| 1Y | +41.2% | +155.0% | -113.8% | +7.7% |
| 3Y | +149.6% | +289.4% | -139.8% | +57.6% |
| All | +140.1% | +394.3% | -254.2% | +38.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling