+246.3%
HPE vs VICR
+178.2%
+68.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -3.2% | -3.1% | -5.6% |
| 7D | +1.4% | -0.4% | +1.8% | +1.4% |
| 30D | +1.5% | -15.6% | +17.1% | +4.6% |
| 3M | +21.7% | -35.4% | +57.1% | +30.5% |
| 6M | +164.2% | +1.3% | +162.9% | +154.1% |
| YTD | +132.1% | +62.5% | +69.6% | +101.1% |
| 1Y | +130.6% | +255.5% | -124.8% | +67.1% |
| All | +246.3% | +178.2% | +68.1% | +155.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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