+365.4%
HPE vs PAAS
+178.0%
+187.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.9% | +3.3% | +5.9% |
| 7D | -7.1% | +8.8% | -16.0% | -8.0% |
| 30D | -35.3% | -8.5% | -26.8% | -34.7% |
| 3M | -10.4% | -17.0% | +6.6% | -8.9% |
| 6M | +52.5% | -27.9% | +80.4% | +56.8% |
| YTD | +100.3% | -17.5% | +117.8% | +102.5% |
| 1Y | +106.4% | +22.8% | +83.6% | +101.5% |
| 3Y | +227.4% | +224.2% | +3.2% | +191.6% |
| 5Y | +250.6% | +73.6% | +176.9% | +220.1% |
| 10Y | +365.4% | +186.4% | +179.0% | +318.9% |
| All | +365.4% | +178.0% | +187.4% | +318.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling