+129.2%
HPE vs PAAS
+54.7%
+74.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.4% | -2.1% | -4.1% |
| 7D | -0.6% | -2.9% | +2.3% | -0.1% |
| 30D | -2.3% | +6.8% | -9.1% | -3.7% |
| 3M | -2.9% | -2.9% | 0.0% | -3.2% |
| 6M | +143.6% | -16.4% | +160.0% | +145.2% |
| YTD | +118.5% | 0.0% | +118.5% | +114.7% |
| 1Y | +129.2% | +54.3% | +74.9% | +112.1% |
| All | +129.2% | +54.7% | +74.5% | +112.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 1y: compounded portfolio wealth divided by compounded PAAS 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…
1y analysis · Full analysis span regression · 6 months rolling