+563.1%
HPE vs ENTG
+797.5%
-234.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +2.2% | +10.3% | +11.6% |
| 7D | +19.4% | +1.2% | +18.2% | +19.1% |
| 30D | +5.6% | -12.9% | +18.5% | +11.1% |
| 3M | +33.1% | -3.1% | +36.1% | +31.7% |
| 6M | +192.5% | +21.0% | +171.4% | +164.0% |
| YTD | +160.9% | +67.0% | +93.9% | +105.8% |
| 1Y | +155.0% | +68.6% | +86.3% | +98.0% |
| 3Y | +289.4% | +48.6% | +240.8% | +201.8% |
| 5Y | +395.7% | +18.6% | +377.0% | +285.8% |
| All | +563.1% | +797.5% | -234.4% | +118.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 10y: compounded portfolio wealth divided by compounded ENTG 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…
10y analysis · Full analysis span regression · 6 months rolling