+269.4%
HPE vs WCC
+129.2%
+140.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.3% | +6.4% | +5.7% |
| 7D | +13.6% | +6.8% | +6.8% | +10.1% |
| 30D | +7.7% | -3.0% | +10.7% | +9.0% |
| 3M | +22.4% | +0.2% | +22.2% | +21.8% |
| 6M | +172.6% | +33.2% | +139.4% | +139.3% |
| YTD | +147.5% | +45.8% | +101.7% | +108.1% |
| 1Y | +151.8% | +68.4% | +83.4% | +98.3% |
| All | +269.4% | +129.2% | +140.2% | +130.6% |
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