+130.6%
HPE vs WCC
+62.7%
+67.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -3.2% | -3.0% | -4.5% |
| 7D | +1.4% | +1.7% | -0.2% | +0.5% |
| 30D | +1.5% | -6.1% | +7.6% | +4.9% |
| 3M | +21.7% | +3.1% | +18.7% | +19.0% |
| 6M | +164.2% | +28.2% | +135.9% | +134.4% |
| YTD | +132.1% | +41.1% | +91.0% | +96.8% |
| 1Y | +130.6% | +61.3% | +69.4% | +86.4% |
| All | +130.6% | +62.7% | +67.9% | +86.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling