+130.6%
HPE vs NDAQ
-1.8%
+132.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.3% | -3.9% | -6.0% |
| 7D | +1.4% | -6.8% | +8.2% | +2.2% |
| 30D | +1.5% | -3.2% | +4.7% | +2.0% |
| 3M | +21.7% | +6.5% | +15.3% | +20.9% |
| 6M | +164.2% | +5.7% | +158.4% | +159.2% |
| YTD | +132.1% | -4.6% | +136.7% | +137.9% |
| 1Y | +130.6% | -1.6% | +132.2% | +125.1% |
| All | +130.6% | -1.8% | +132.5% | +125.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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