+164.3%
INTC vs HPE
+242.3%
-78.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -6.2% | +0.7% | -2.8% |
| 7D | +9.4% | +1.4% | +8.0% | +8.7% |
| 30D | +2.7% | +1.5% | +1.1% | +1.8% |
| 3M | -6.3% | +21.7% | -28.0% | -14.0% |
| 6M | +114.5% | +164.2% | -49.7% | +34.6% |
| YTD | +171.9% | +132.1% | +39.8% | +79.8% |
| 1Y | +305.0% | +130.6% | +174.4% | +166.9% |
| All | +164.3% | +242.3% | -78.0% | +36.0% |
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