+224.7%
HPE vs NDAQ
+117.7%
+107.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.6% | -3.7% |
| 7D | +7.9% | +1.3% | +6.6% | +7.4% |
| 30D | -23.5% | +18.0% | -41.4% | -28.4% |
| 3M | -19.1% | +11.5% | -30.6% | -22.6% |
| 6M | +51.4% | +21.1% | +30.3% | +38.4% |
| YTD | +103.4% | +12.8% | +90.6% | +92.9% |
| 1Y | +114.4% | +25.7% | +88.7% | +88.1% |
| 3Y | +224.7% | +116.8% | +107.9% | +129.5% |
| All | +224.7% | +117.7% | +107.0% | +129.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling