+677.7%
HPE vs VRSN
+285.1%
+392.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -3.4% | +11.1% | +9.0% |
| 7D | +10.1% | -2.1% | +12.3% | +10.9% |
| 30D | +5.3% | -3.9% | +9.2% | +6.6% |
| 3M | +12.7% | -0.1% | +12.8% | +11.6% |
| 6M | +167.7% | +16.4% | +151.2% | +148.3% |
| YTD | +135.5% | +17.2% | +118.2% | +116.6% |
| 1Y | +143.4% | +1.0% | +142.4% | +137.5% |
| 3Y | +249.2% | +39.1% | +210.1% | +191.1% |
| 5Y | +343.8% | +29.0% | +314.8% | +273.3% |
| 10Y | +495.9% | +275.8% | +220.0% | +185.7% |
| All | +677.7% | +285.1% | +392.6% | +262.7% |
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