+202.7%
HPE vs PAAS
+182.2%
+20.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.5% | -0.1% | +1.1% |
| 7D | -18.7% | +8.4% | -27.1% | -19.9% |
| 30D | -37.9% | -7.2% | -30.7% | -37.1% |
| 3M | -14.4% | -14.0% | -0.4% | -12.4% |
| 6M | +48.2% | -26.8% | +75.0% | +54.5% |
| YTD | +88.6% | -19.8% | +108.4% | +92.5% |
| 1Y | +94.8% | +22.8% | +71.9% | +87.4% |
| 3Y | +202.7% | +183.6% | +19.1% | +151.1% |
| All | +202.7% | +182.2% | +20.5% | +151.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling