+1.9%
META vs HPE
+100.7%
-98.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +6.2% | -1.1% | +4.5% |
| 7D | +5.7% | -7.1% | +12.8% | +6.3% |
| 30D | -10.8% | -35.3% | +24.5% | -7.7% |
| 3M | +8.4% | -10.4% | +18.9% | +8.9% |
| 6M | +5.4% | +52.5% | -47.1% | -1.0% |
| YTD | -2.6% | +100.3% | -102.9% | -13.5% |
| All | +1.9% | +100.7% | -98.8% | -10.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling