+237.2%
HPE vs WCC
+138.4%
+98.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +13.6% | +14.2% | -0.6% | +6.2% |
| 30D | -27.1% | -9.8% | -17.3% | -23.1% |
| 3M | -14.5% | -10.1% | -4.3% | -9.6% |
| 6M | +66.9% | -9.4% | +76.3% | +75.8% |
| YTD | +111.3% | +34.4% | +76.9% | +86.2% |
| 1Y | +117.5% | +23.3% | +94.2% | +98.6% |
| All | +237.2% | +138.4% | +98.8% | +105.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling