+63.7%
HPE vs SPOT
+46.8%
+16.9%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.5% | +4.4% | +5.0% |
| 7D | +0.3% | -3.0% | +3.3% | -0.9% |
| 30D | -28.6% | +15.2% | -43.7% | -24.0% |
| 3M | -7.4% | +21.6% | -28.9% | +1.2% |
| 6M | +63.7% | +45.2% | +18.5% | +84.7% |
| All | +63.7% | +46.8% | +16.9% | +84.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling