+6,169.9%
MU vs HPE
+533.2%
+5,636.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.1% | -2.4% | -0.4% |
| 7D | +7.5% | +13.6% | -6.1% | -1.3% |
| 30D | +19.4% | +7.7% | +11.7% | +13.0% |
| 3M | +9.8% | +22.4% | -12.5% | -3.6% |
| 6M | +164.1% | +172.6% | -8.5% | +37.7% |
| YTD | +260.3% | +147.5% | +112.8% | +96.6% |
| 1Y | +661.2% | +151.8% | +509.4% | +309.5% |
| 3Y | +1,380.8% | +267.1% | +1,113.8% | +504.8% |
| 5Y | +1,346.4% | +362.8% | +983.6% | +403.5% |
| 10Y | +6,169.9% | +540.2% | +5,629.8% | +1,669.3% |
| All | +6,169.9% | +533.2% | +5,636.7% | +1,669.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling