+202.7%
HPE vs IBB
+78.6%
+124.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.4% | +0.5% |
| 7D | -18.7% | -1.8% | -16.9% | -17.7% |
| 30D | -37.9% | +5.1% | -43.0% | -39.2% |
| 3M | -14.4% | +10.7% | -25.1% | -19.3% |
| 6M | +48.2% | +22.9% | +25.3% | +30.3% |
| YTD | +88.6% | +26.7% | +61.9% | +61.3% |
| 1Y | +94.8% | +35.1% | +59.7% | +58.1% |
| 3Y | +202.7% | +80.2% | +122.5% | +93.1% |
| All | +202.7% | +78.6% | +124.1% | +93.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling