+172.6%
HPE vs WBD
+0.2%
+172.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.7% | +5.9% | +5.7% |
| 7D | +13.6% | -1.7% | +15.3% | +15.0% |
| 30D | +7.7% | +3.9% | +3.8% | +4.2% |
| 3M | +22.4% | +5.1% | +17.3% | +19.0% |
| 6M | +172.6% | +0.6% | +172.0% | +178.5% |
| All | +172.6% | +0.2% | +172.4% | +178.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 6mo: compounded portfolio wealth divided by compounded WBD 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…
6mo analysis · Full analysis span regression · 6 months rolling