+51.4%
HPE vs BMY
+15.9%
+35.5%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.8% | -5.5% | -2.6% |
| 7D | +7.9% | +2.1% | +5.8% | +9.4% |
| 30D | -23.5% | +7.0% | -30.5% | -19.5% |
| 3M | -19.1% | -0.9% | -18.2% | -18.0% |
| 6M | +51.4% | +14.9% | +36.5% | +79.1% |
| All | +51.4% | +15.9% | +35.5% | +79.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 6mo: compounded portfolio wealth divided by compounded BMY 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…
6mo analysis · Full analysis span regression · 6 months rolling