+279.1%
HPE vs NVD
-99.2%
+378.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.9% | +3.3% | +5.5% |
| 7D | +13.6% | +0.5% | +13.1% | +13.7% |
| 30D | +7.7% | -9.3% | +17.0% | +6.4% |
| 3M | +22.4% | -22.1% | +44.5% | +19.1% |
| 6M | +172.6% | -45.8% | +218.4% | +152.8% |
| YTD | +147.5% | -46.7% | +194.2% | +130.9% |
| 1Y | +151.8% | -59.5% | +211.2% | +127.7% |
| 3Y | +267.1% | -99.2% | +366.2% | +130.4% |
| All | +279.1% | -99.2% | +378.2% | +137.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 all: compounded portfolio wealth divided by compounded NVD 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…
all analysis · Full analysis span regression · 6 months rolling