+717.5%
HPE vs BBY
+278.4%
+439.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.5% | +6.6% | +5.6% |
| 7D | +13.6% | +1.2% | +12.5% | +13.0% |
| 30D | +7.7% | +6.8% | +0.9% | +4.9% |
| 3M | +22.4% | +18.7% | +3.6% | +14.4% |
| 6M | +172.6% | +37.3% | +135.3% | +139.5% |
| YTD | +147.5% | +35.3% | +112.2% | +117.9% |
| 1Y | +151.8% | +20.7% | +131.1% | +130.2% |
| 3Y | +267.1% | +39.4% | +227.6% | +208.7% |
| 5Y | +362.8% | -1.5% | +364.2% | +323.0% |
| 10Y | +540.2% | +239.8% | +300.4% | +318.5% |
| All | +717.5% | +278.4% | +439.1% | +437.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling