+296.3%
INTC vs HPE
+595.7%
-299.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +7.7% | +1.3% | +5.7% |
| 7D | +17.4% | +10.1% | +7.3% | +12.5% |
| 30D | +2.8% | +5.3% | -2.5% | +0.3% |
| 3M | -5.3% | +12.7% | -17.9% | -10.2% |
| 6M | +140.6% | +167.7% | -27.1% | +52.8% |
| YTD | +183.1% | +135.5% | +47.7% | +89.3% |
| 1Y | +326.8% | +143.4% | +183.4% | +179.7% |
| 3Y | +179.4% | +249.2% | -69.7% | +50.3% |
| 5Y | +111.7% | +343.8% | -232.1% | +1.9% |
| 10Y | +253.8% | +495.9% | -242.0% | +47.3% |
| All | +296.3% | +595.7% | -299.4% | +49.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling