+621.7%
HPE vs PWR
+3,342.1%
-2,720.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.7% | -5.2% | -4.8% |
| 7D | -0.6% | +3.6% | -4.2% | -2.3% |
| 30D | -2.3% | -8.6% | +6.3% | +1.9% |
| 3M | -2.9% | -13.2% | +10.3% | +3.5% |
| 6M | +143.6% | +9.9% | +133.7% | +127.9% |
| YTD | +118.5% | +48.0% | +70.5% | +74.6% |
| 1Y | +129.2% | +66.2% | +63.0% | +71.4% |
| 3Y | +212.5% | +195.1% | +17.4% | +67.6% |
| 5Y | +286.9% | +442.6% | -155.7% | +44.6% |
| 10Y | +432.3% | +2,334.2% | -1,901.9% | -21.5% |
| All | +621.7% | +3,342.1% | -2,720.4% | -15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 all: compounded portfolio wealth divided by compounded PWR 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…
all analysis · Full analysis span regression · 6 months rolling