+129.2%
HPE vs SCHW
+14.3%
+114.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.0% | -3.5% | -4.3% |
| 7D | -0.6% | -0.8% | +0.2% | -0.5% |
| 30D | -2.3% | +1.5% | -3.8% | -2.6% |
| 3M | -2.9% | +24.6% | -27.4% | -7.0% |
| 6M | +143.6% | +14.5% | +129.0% | +135.2% |
| YTD | +118.5% | +10.5% | +108.0% | +113.0% |
| 1Y | +129.2% | +13.4% | +115.8% | +117.1% |
| All | +129.2% | +14.3% | +114.9% | +117.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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