+396.0%
HPE vs BBY
+1.5%
+394.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +3.1% | +9.4% | +11.4% |
| 7D | +19.4% | +0.6% | +18.8% | +19.2% |
| 30D | +5.6% | +9.4% | -3.8% | +2.1% |
| 3M | +33.1% | +19.3% | +13.7% | +24.3% |
| 6M | +192.5% | +47.9% | +144.5% | +149.8% |
| YTD | +160.9% | +39.6% | +121.4% | +127.0% |
| 1Y | +155.0% | +22.2% | +132.8% | +132.6% |
| 3Y | +289.4% | +45.0% | +244.4% | +219.3% |
| All | +396.0% | +1.5% | +394.5% | +300.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 5y: compounded portfolio wealth divided by compounded BBY 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…
5y analysis · Full analysis span regression · 6 months rolling