+719.8%
MU vs HPE
+122.1%
+597.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.5% | +10.6% | +8.3% |
| 7D | +9.0% | -0.6% | +9.6% | +8.9% |
| 30D | +13.8% | -2.3% | +16.1% | +14.5% |
| 3M | +2.1% | -2.9% | +4.9% | +2.1% |
| 6M | +153.8% | +143.6% | +10.2% | +78.5% |
| YTD | +256.4% | +118.5% | +137.9% | +165.1% |
| 1Y | +719.8% | +129.2% | +590.6% | +435.6% |
| All | +719.8% | +122.1% | +597.7% | +435.6% |
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