+362.8%
HPE vs IBB
+20.0%
+342.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.9% | +6.0% | +5.6% |
| 7D | +13.6% | -3.9% | +17.5% | +15.9% |
| 30D | +7.7% | +2.7% | +5.0% | +5.6% |
| 3M | +22.4% | +21.4% | +1.0% | +8.7% |
| 6M | +172.6% | +20.1% | +152.5% | +142.0% |
| YTD | +147.5% | +21.9% | +125.7% | +117.2% |
| 1Y | +151.8% | +44.1% | +107.7% | +98.2% |
| 3Y | +267.1% | +63.4% | +203.7% | +165.6% |
| 5Y | +362.8% | +19.8% | +343.0% | +223.1% |
| All | +362.8% | +20.0% | +342.8% | +223.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling