+130.6%
HPE vs FLEX
+90.6%
+40.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -4.1% | -2.1% | -4.8% |
| 7D | +1.4% | +0.1% | +1.3% | +1.5% |
| 30D | +1.5% | -11.8% | +13.3% | +5.8% |
| 3M | +21.7% | -22.6% | +44.3% | +31.2% |
| 6M | +164.2% | +77.3% | +86.8% | +117.2% |
| YTD | +132.1% | +78.8% | +53.3% | +86.8% |
| 1Y | +130.6% | +86.1% | +44.6% | +79.7% |
| All | +130.6% | +90.6% | +40.0% | +79.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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