+129.2%
HPE vs SPOT
-21.9%
+151.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.2% | -1.3% | -4.5% |
| 7D | -0.6% | -0.9% | +0.3% | -0.6% |
| 30D | -2.3% | +12.5% | -14.8% | -2.0% |
| 3M | -2.9% | +9.9% | -12.8% | -2.5% |
| 6M | +143.6% | +1.6% | +142.0% | +146.4% |
| YTD | +118.5% | -6.6% | +125.1% | +125.8% |
| 1Y | +129.2% | -22.9% | +152.1% | +138.5% |
| All | +129.2% | -21.9% | +151.1% | +138.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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