+129.2%
HPE vs IBB
+51.5%
+77.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.9% | -3.6% | -4.4% |
| 7D | -0.6% | +1.4% | -2.0% | -0.7% |
| 30D | -2.3% | +10.5% | -12.8% | -3.7% |
| 3M | -2.9% | +23.6% | -26.5% | -6.7% |
| 6M | +143.6% | +22.6% | +120.9% | +132.5% |
| YTD | +118.5% | +25.7% | +92.8% | +106.6% |
| 1Y | +129.2% | +51.4% | +77.8% | +92.9% |
| All | +129.2% | +51.5% | +77.7% | +92.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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