+4,277.4%
MU vs HPE
+366.8%
+3,910.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.6% |
| 7D | -15.2% | -9.7% | -5.5% | -9.0% |
| 30D | -29.5% | -34.8% | +5.2% | -8.5% |
| 3M | -15.8% | -12.1% | -3.6% | -10.9% |
| 6M | -2.9% | +53.7% | -56.6% | -28.4% |
| YTD | +154.2% | +101.9% | +52.3% | +55.0% |
| 1Y | +186.6% | +104.3% | +82.3% | +73.8% |
| 3Y | +871.5% | +223.1% | +648.4% | +325.0% |
| 5Y | +911.7% | +249.2% | +662.5% | +313.7% |
| 10Y | +4,277.4% | +372.4% | +3,904.9% | +1,376.3% |
| All | +4,277.4% | +366.8% | +3,910.6% | +1,376.3% |
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