+114.4%
HPE vs IBB
+29.7%
+84.7%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -3.6% |
| 7D | +7.9% | -0.5% | +8.4% | +8.0% |
| 30D | -23.5% | +4.6% | -28.0% | -23.1% |
| 3M | -19.1% | +6.8% | -25.9% | -18.9% |
| 6M | +51.4% | +23.1% | +28.3% | +49.0% |
| YTD | +103.4% | +26.0% | +77.4% | +97.2% |
| 1Y | +114.4% | +30.4% | +84.0% | +107.0% |
| All | +114.4% | +29.7% | +84.7% | +107.0% |
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