+540.2%
HPE vs PAAS
+218.1%
+322.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.7% | +1.4% | +4.8% |
| 7D | +13.6% | +2.6% | +11.0% | +13.4% |
| 30D | +7.7% | +2.5% | +5.2% | +7.3% |
| 3M | +22.4% | +15.1% | +7.3% | +20.4% |
| 6M | +172.6% | -12.1% | +184.7% | +174.1% |
| YTD | +147.5% | +3.1% | +144.5% | +144.8% |
| 1Y | +151.8% | +50.8% | +100.9% | +140.1% |
| 3Y | +267.1% | +259.5% | +7.6% | +221.8% |
| 5Y | +362.8% | +126.3% | +236.4% | +312.2% |
| 10Y | +540.2% | +239.7% | +300.4% | +468.4% |
| All | +540.2% | +218.1% | +322.0% | +468.4% |
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