+249.2%
HPE vs TECH
-0.6%
+249.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.2% | +7.9% | +7.8% |
| 7D | +10.1% | +0.2% | +10.0% | +10.1% |
| 30D | +5.3% | +0.1% | +5.1% | +5.2% |
| 3M | +12.7% | +37.5% | -24.8% | +4.5% |
| 6M | +167.7% | +34.6% | +133.1% | +146.4% |
| YTD | +135.5% | +23.5% | +112.0% | +122.0% |
| 1Y | +143.4% | +34.4% | +109.0% | +122.3% |
| 3Y | +249.2% | +2.3% | +246.9% | +244.6% |
| All | +249.2% | -0.6% | +249.8% | +244.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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