+289.4%
HPE vs ALNY
+23.4%
+266.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +0.5% | +12.0% | +12.4% |
| 7D | +19.4% | -6.5% | +26.0% | +19.6% |
| 30D | +5.6% | +11.0% | -5.4% | +5.2% |
| 3M | +33.1% | -14.1% | +47.1% | +33.0% |
| 6M | +192.5% | -22.4% | +214.8% | +194.4% |
| YTD | +160.9% | -37.5% | +198.4% | +167.2% |
| 1Y | +155.0% | -46.9% | +201.9% | +164.1% |
| 3Y | +289.4% | +22.1% | +267.3% | +266.3% |
| All | +289.4% | +23.4% | +266.0% | +266.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 ALNY 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