+269.4%
HPE vs SPOT
+235.3%
+34.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.1% | +6.2% | +5.3% |
| 7D | +13.6% | -6.5% | +20.1% | +14.8% |
| 30D | +7.7% | +2.2% | +5.5% | +7.2% |
| 3M | +22.4% | +5.4% | +17.0% | +20.7% |
| 6M | +172.6% | -4.0% | +176.6% | +172.8% |
| YTD | +147.5% | -9.9% | +157.5% | +150.8% |
| 1Y | +151.8% | -27.3% | +179.1% | +168.7% |
| All | +269.4% | +235.3% | +34.1% | +179.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling