+129.2%
HPE vs BRKR
+100.6%
+28.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.5% | -3.0% | -4.3% |
| 7D | -0.6% | +2.5% | -3.1% | -0.9% |
| 30D | -2.3% | +11.5% | -13.8% | -3.5% |
| 3M | -2.9% | -2.4% | -0.5% | -3.7% |
| 6M | +143.6% | +52.3% | +91.3% | +126.7% |
| YTD | +118.5% | +24.5% | +94.0% | +105.4% |
| 1Y | +129.2% | +97.3% | +31.9% | +111.3% |
| All | +129.2% | +100.6% | +28.6% | +111.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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