+489.7%
HPE vs GE
+151.9%
+337.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.4% | -5.9% | -6.1% |
| 7D | +1.4% | -2.8% | +4.2% | +2.5% |
| 30D | +1.5% | -11.9% | +13.5% | +6.9% |
| 3M | +21.7% | +1.8% | +19.9% | +20.4% |
| 6M | +164.2% | -0.6% | +164.8% | +160.8% |
| YTD | +132.1% | +5.5% | +126.5% | +122.2% |
| 1Y | +130.6% | +15.0% | +115.7% | +112.2% |
| 3Y | +244.1% | +269.5% | -25.4% | +88.0% |
| 5Y | +340.8% | +422.4% | -81.6% | +103.2% |
| All | +489.7% | +151.9% | +337.8% | +173.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 10y: compounded portfolio wealth divided by compounded GE 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…
10y analysis · Full analysis span regression · 6 months rolling