+130.6%
HPE vs SPOT
-27.6%
+158.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.2% | -6.0% | -6.3% |
| 7D | +1.4% | -6.9% | +8.3% | +1.3% |
| 30D | +1.5% | +4.1% | -2.6% | +1.7% |
| 3M | +21.7% | +3.7% | +18.0% | +22.3% |
| 6M | +164.2% | -1.6% | +165.8% | +167.0% |
| YTD | +132.1% | -10.2% | +142.2% | +140.0% |
| 1Y | +130.6% | -25.9% | +156.5% | +141.0% |
| All | +130.6% | -27.6% | +158.3% | +141.0% |
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