+661.2%
MU vs HPE
+156.7%
+504.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.1% | -2.4% | +0.3% |
| 7D | +7.5% | +13.6% | -6.1% | +0.5% |
| 30D | +19.4% | +7.7% | +11.7% | +14.5% |
| 3M | +9.8% | +22.4% | -12.5% | -1.2% |
| 6M | +164.1% | +172.6% | -8.5% | +76.5% |
| YTD | +260.3% | +147.5% | +112.8% | +153.1% |
| 1Y | +661.2% | +151.8% | +509.4% | +394.4% |
| All | +661.2% | +156.7% | +504.4% | +394.4% |
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