+269.4%
HPE vs VRSN
+41.8%
+227.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.7% | +3.4% | +5.0% |
| 7D | +13.6% | -1.0% | +14.7% | +13.7% |
| 30D | +7.7% | -1.9% | +9.6% | +7.9% |
| 3M | +22.4% | +1.4% | +21.0% | +22.2% |
| 6M | +172.6% | +19.0% | +153.5% | +163.8% |
| YTD | +147.5% | +19.2% | +128.3% | +138.9% |
| 1Y | +151.8% | +1.7% | +150.1% | +150.7% |
| All | +269.4% | +41.8% | +227.6% | +240.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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