+362.8%
HPE vs GE
+422.6%
-59.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.8% | +8.0% | +6.4% |
| 7D | +13.6% | -1.2% | +14.9% | +14.1% |
| 30D | +7.7% | -11.3% | +19.0% | +13.3% |
| 3M | +22.4% | -1.4% | +23.8% | +22.7% |
| 6M | +172.6% | +1.2% | +171.4% | +166.6% |
| YTD | +147.5% | +5.9% | +141.6% | +135.4% |
| 1Y | +151.8% | +18.4% | +133.4% | +125.7% |
| 3Y | +267.1% | +271.0% | -3.9% | +81.9% |
| 5Y | +362.8% | +417.9% | -55.2% | +79.3% |
| All | +362.8% | +422.6% | -59.9% | +79.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling