+143.4%
HPE vs ACWI
+21.5%
+121.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.5% | +8.2% | +8.6% |
| 7D | +10.1% | +1.1% | +9.1% | +8.1% |
| 30D | +5.3% | -0.2% | +5.5% | +5.8% |
| 3M | +12.7% | +4.7% | +8.0% | +4.5% |
| 6M | +167.7% | +14.5% | +153.2% | +118.8% |
| YTD | +135.5% | +14.6% | +120.8% | +91.9% |
| 1Y | +143.4% | +21.4% | +122.0% | +76.0% |
| All | +143.4% | +21.5% | +121.9% | +76.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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