+223.8%
HPE vs AMIX
-99.9%
+323.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.8% | -8.0% | +0.7% |
| 7D | -9.7% | +11.4% | -21.2% | -9.8% |
| 30D | -34.8% | -40.5% | +5.8% | -34.5% |
| 3M | -12.1% | -80.1% | +68.0% | -11.1% |
| 6M | +53.7% | -74.8% | +128.6% | +51.7% |
| YTD | +101.9% | -84.0% | +185.9% | +99.5% |
| 1Y | +104.3% | -89.7% | +194.0% | +102.4% |
| All | +223.8% | -99.9% | +323.7% | +223.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 10y: compounded portfolio wealth divided by compounded AMIX 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…
10y analysis · Full analysis span regression · 6 months rolling