+246.3%
HPE vs FISV
-59.8%
+306.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.6% | -6.8% | -6.3% |
| 7D | +1.4% | -7.2% | +8.6% | +2.2% |
| 30D | +1.5% | -7.2% | +8.7% | +2.2% |
| 3M | +21.7% | -8.2% | +29.9% | +22.3% |
| 6M | +164.2% | -17.7% | +181.9% | +168.7% |
| YTD | +132.1% | -27.2% | +159.2% | +140.5% |
| 1Y | +130.6% | -63.0% | +193.6% | +161.3% |
| All | +246.3% | -59.8% | +306.1% | +232.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling