+129.2%
HPE vs FISV
-61.2%
+190.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.5% | -5.0% | -4.5% |
| 7D | -0.6% | -0.3% | -0.3% | -0.6% |
| 30D | -2.3% | -2.1% | -0.2% | -2.3% |
| 3M | -2.9% | -5.7% | +2.9% | -2.4% |
| 6M | +143.6% | -15.3% | +158.9% | +145.7% |
| YTD | +118.5% | -21.1% | +139.6% | +120.6% |
| 1Y | +129.2% | -61.1% | +190.3% | +128.6% |
| All | +129.2% | -61.2% | +190.4% | +128.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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