+114.4%
HPE vs BB
+99.6%
+14.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.4% | -1.3% | -2.8% |
| 7D | +7.9% | +1.8% | +6.0% | +7.2% |
| 30D | -23.5% | +8.1% | -31.6% | -25.5% |
| 3M | -19.1% | -1.0% | -18.1% | -19.4% |
| 6M | +51.4% | +45.9% | +5.5% | +31.6% |
| YTD | +103.4% | +134.8% | -31.4% | +49.7% |
| 1Y | +114.4% | +104.6% | +9.8% | +59.7% |
| All | +114.4% | +99.6% | +14.8% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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