+104.3%
HPE vs AMIX
-89.3%
+193.6%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -11.3% |
| 6M | +53.7% | -74.8% | +128.6% | +52.0% |
| YTD | +101.9% | -84.0% | +185.9% | +94.2% |
| 1Y | +104.3% | -89.7% | +194.0% | +93.2% |
| All | +104.3% | -89.3% | +193.6% | +93.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling