+269.4%
HPE vs GEN
+57.6%
+211.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.3% | +5.2% |
| 7D | +13.6% | -2.9% | +16.5% | +14.7% |
| 30D | +7.7% | +2.1% | +5.7% | +6.8% |
| 3M | +22.4% | +19.7% | +2.7% | +13.9% |
| 6M | +172.6% | +33.3% | +139.3% | +143.6% |
| YTD | +147.5% | +11.1% | +136.4% | +136.4% |
| 1Y | +151.8% | +3.0% | +148.8% | +147.0% |
| All | +269.4% | +57.6% | +211.8% | +223.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling