+621.7%
HPE vs TECH
+229.7%
+392.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | 0.0% | -4.5% | -4.5% |
| 7D | -0.6% | +0.1% | -0.7% | -0.6% |
| 30D | -2.3% | +0.7% | -3.0% | -2.5% |
| 3M | -2.9% | +36.3% | -39.2% | -12.2% |
| 6M | +143.6% | +25.6% | +118.0% | +122.0% |
| YTD | +118.5% | +23.7% | +94.8% | +99.9% |
| 1Y | +129.2% | +37.6% | +91.6% | +100.6% |
| 3Y | +212.5% | -6.6% | +219.1% | +198.9% |
| 5Y | +286.9% | -42.2% | +329.1% | +321.8% |
| 10Y | +432.3% | +187.6% | +244.8% | +179.0% |
| All | +621.7% | +229.7% | +392.1% | +245.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling