+58.1%
INTC vs HPE
+228.2%
-170.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.7% | +1.2% | -0.6% |
| 7D | +6.0% | +7.9% | -1.9% | +2.2% |
| 30D | -39.2% | -23.5% | -15.7% | -29.9% |
| 3M | -42.9% | -19.1% | -23.9% | -36.4% |
| 6M | -50.4% | +51.4% | -101.8% | -59.3% |
| YTD | +61.7% | +103.4% | -41.8% | +15.2% |
| 1Y | +66.1% | +114.4% | -48.3% | +15.4% |
| 3Y | +58.1% | +224.7% | -166.5% | -11.7% |
| All | +58.1% | +228.2% | -170.0% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HPE.
Daily Out/Under-Performance
Portfolio return minus HPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPE 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 HPE 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