+540.2%
HPE vs AMT
+96.3%
+443.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.3% | +5.2% |
| 7D | +13.6% | +1.5% | +12.2% | +13.4% |
| 30D | +7.7% | +3.7% | +4.0% | +7.0% |
| 3M | +22.4% | -7.2% | +29.6% | +23.7% |
| 6M | +172.6% | -4.2% | +176.8% | +172.8% |
| YTD | +147.5% | +1.9% | +145.6% | +143.9% |
| 1Y | +151.8% | -6.4% | +158.2% | +152.3% |
| 3Y | +267.1% | +7.7% | +259.3% | +240.4% |
| 5Y | +362.8% | -30.9% | +393.7% | +386.9% |
| 10Y | +540.2% | +105.4% | +434.8% | +411.2% |
| All | +540.2% | +96.3% | +443.9% | +411.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded AMT 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling