+370.3%
HPE vs WCC
+431.3%
-61.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.7% | -2.1% | -3.0% |
| 7D | +7.9% | +9.9% | -2.1% | +3.7% |
| 30D | -23.5% | -8.4% | -15.0% | -20.4% |
| 3M | -19.1% | -10.3% | -8.7% | -14.9% |
| 6M | +51.4% | -10.5% | +61.9% | +59.7% |
| YTD | +103.4% | +32.2% | +71.3% | +82.2% |
| 1Y | +114.4% | +25.5% | +88.9% | +95.9% |
| 3Y | +224.7% | +134.7% | +90.0% | +121.0% |
| 5Y | +277.8% | +139.9% | +137.8% | +140.7% |
| All | +370.3% | +431.3% | -61.1% | +93.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling