+246.3%
HPE vs BTDR
+0.6%
+245.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -6.5% | +0.2% | -5.6% |
| 7D | +1.4% | -3.2% | +4.6% | +1.8% |
| 30D | +1.5% | +32.7% | -31.1% | -1.6% |
| 3M | +21.7% | -28.4% | +50.1% | +24.4% |
| 6M | +164.2% | +51.7% | +112.5% | +149.9% |
| YTD | +132.1% | +2.9% | +129.2% | +125.8% |
| 1Y | +130.6% | -15.5% | +146.1% | +124.3% |
| All | +246.3% | +0.6% | +245.7% | +214.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 3y: compounded portfolio wealth divided by compounded BTDR 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…
3y analysis · Full analysis span regression · 6 months rolling