+289.4%
HPE vs ONON
-8.6%
+298.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +2.1% | +10.4% | +12.0% |
| 7D | +19.4% | -2.1% | +21.5% | +19.9% |
| 30D | +5.6% | -11.6% | +17.2% | +8.6% |
| 3M | +33.1% | -30.1% | +63.2% | +42.8% |
| 6M | +192.5% | -30.5% | +223.0% | +211.1% |
| YTD | +160.9% | -41.0% | +201.9% | +190.0% |
| 1Y | +155.0% | -36.7% | +191.7% | +175.9% |
| 3Y | +289.4% | -8.6% | +298.0% | +278.3% |
| All | +289.4% | -8.6% | +298.0% | +278.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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