+362.8%
HPE vs NDAQ
+52.5%
+310.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.9% | +6.0% | +5.5% |
| 7D | +13.6% | -1.6% | +15.2% | +14.4% |
| 30D | +7.7% | -1.5% | +9.2% | +8.4% |
| 3M | +22.4% | +8.0% | +14.3% | +17.6% |
| 6M | +172.6% | +7.7% | +164.9% | +159.5% |
| YTD | +147.5% | -2.3% | +149.9% | +146.6% |
| 1Y | +151.8% | +0.6% | +151.2% | +146.7% |
| 3Y | +267.1% | +90.9% | +176.1% | +169.6% |
| 5Y | +362.8% | +52.5% | +310.3% | +251.5% |
| All | +362.8% | +52.5% | +310.2% | +251.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling