+155.0%
HPE vs FISV
-61.2%
+216.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +5.4% | +7.0% | +12.4% |
| 7D | +19.4% | -2.7% | +22.1% | +19.3% |
| 30D | +5.6% | 0.0% | +5.6% | +5.5% |
| 3M | +33.1% | -2.8% | +35.8% | +33.1% |
| 6M | +192.5% | -11.8% | +204.3% | +193.4% |
| YTD | +160.9% | -23.2% | +184.1% | +163.2% |
| 1Y | +155.0% | -62.0% | +217.0% | +151.4% |
| All | +155.0% | -61.2% | +216.2% | +151.4% |
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