+571.9%
HPE vs VRSN
+327.2%
+244.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.9% | -3.8% |
| 7D | +7.9% | +1.4% | +6.5% | +7.3% |
| 30D | -23.5% | +3.9% | -27.3% | -24.5% |
| 3M | -19.1% | +9.3% | -28.4% | -21.8% |
| 6M | +51.4% | +6.7% | +44.7% | +46.2% |
| YTD | +103.4% | +30.0% | +73.4% | +80.1% |
| 1Y | +114.4% | +26.0% | +88.4% | +92.1% |
| 3Y | +224.7% | +53.1% | +171.5% | +161.7% |
| 5Y | +277.8% | +35.0% | +242.7% | +215.0% |
| 10Y | +371.1% | +291.7% | +79.4% | +125.9% |
| All | +571.9% | +327.2% | +244.8% | +201.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling