+129.2%
HPE vs BX
-15.8%
+145.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.1% | -3.4% | -4.2% |
| 7D | -0.6% | -4.4% | +3.8% | +0.7% |
| 30D | -2.3% | +0.1% | -2.4% | -2.4% |
| 3M | -2.9% | +16.0% | -18.9% | -6.9% |
| 6M | +143.6% | +21.6% | +121.9% | +128.6% |
| YTD | +118.5% | -8.9% | +127.4% | +138.8% |
| 1Y | +129.2% | -16.6% | +145.8% | +160.1% |
| All | +129.2% | -15.8% | +145.0% | +160.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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