+130.6%
HPE vs GEN
+3.4%
+127.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.7% | -7.0% | -6.5% |
| 7D | +1.4% | -4.3% | +5.8% | +2.8% |
| 30D | +1.5% | +3.8% | -2.2% | +0.3% |
| 3M | +21.7% | +22.3% | -0.5% | +13.0% |
| 6M | +164.2% | +39.0% | +125.2% | +135.3% |
| YTD | +132.1% | +11.9% | +120.2% | +126.8% |
| 1Y | +130.6% | +4.5% | +126.1% | +128.3% |
| All | +130.6% | +3.4% | +127.2% | +128.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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