+224.7%
HPE vs FLEX
+281.5%
-56.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.0% | +0.3% | -1.9% |
| 7D | +7.9% | +7.5% | +0.4% | +4.2% |
| 30D | -23.5% | -25.3% | +1.8% | -13.3% |
| 3M | -19.1% | -39.7% | +20.6% | +1.0% |
| 6M | +51.4% | -47.9% | +99.3% | +99.6% |
| YTD | +103.4% | +24.1% | +79.3% | +69.0% |
| 1Y | +114.4% | +26.0% | +88.4% | +75.6% |
| 3Y | +224.7% | +282.7% | -58.0% | +53.3% |
| All | +224.7% | +281.5% | -56.8% | +53.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling