+412.6%
HPE vs SNAP
-77.2%
+489.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.0% | -0.4% | -4.0% |
| 7D | -0.6% | +0.7% | -1.3% | -0.7% |
| 30D | -2.3% | +2.6% | -4.9% | -2.8% |
| 3M | -2.9% | -9.9% | +7.0% | -2.2% |
| 6M | +143.6% | +1.9% | +141.7% | +140.1% |
| YTD | +118.5% | -32.2% | +150.7% | +125.3% |
| 1Y | +129.2% | -22.8% | +152.1% | +132.4% |
| 3Y | +212.5% | -47.6% | +260.1% | +220.5% |
| 5Y | +286.9% | -92.7% | +379.6% | +340.5% |
| All | +412.6% | -77.2% | +489.8% | +340.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 SNAP 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