+318.1%
HPE vs NET
+1,449.6%
-1,131.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.0% | -2.5% | -4.2% |
| 7D | -0.6% | -7.0% | +6.4% | +0.3% |
| 30D | -2.3% | -4.8% | +2.5% | -1.7% |
| 3M | -2.9% | +3.8% | -6.7% | -3.4% |
| 6M | +143.6% | +50.0% | +93.5% | +129.5% |
| YTD | +118.5% | +41.5% | +77.0% | +106.6% |
| 1Y | +129.2% | +32.8% | +96.4% | +118.1% |
| 3Y | +212.5% | +335.9% | -123.4% | +162.2% |
| 5Y | +286.9% | +113.8% | +173.1% | +217.3% |
| All | +318.1% | +1,449.6% | -1,131.4% | +212.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 10y: compounded portfolio wealth divided by compounded NET 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…
10y analysis · Full analysis span regression · 6 months rolling