+249.2%
HPE vs NDAQ
+91.7%
+157.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.9% | +9.6% | +8.5% |
| 7D | +10.1% | -2.6% | +12.7% | +11.3% |
| 30D | +5.3% | +0.5% | +4.8% | +5.1% |
| 3M | +12.7% | +9.9% | +2.8% | +7.5% |
| 6M | +167.7% | +8.2% | +159.5% | +154.0% |
| YTD | +135.5% | -1.5% | +136.9% | +135.5% |
| 1Y | +143.4% | +1.3% | +142.1% | +138.3% |
| 3Y | +249.2% | +92.6% | +156.6% | +157.9% |
| All | +249.2% | +91.7% | +157.4% | +157.9% |
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