+1,371.2%
MU vs HPE
+220.9%
+1,150.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.5% | +10.6% | +8.7% |
| 7D | +9.0% | -0.6% | +9.6% | +9.0% |
| 30D | +13.8% | -2.3% | +16.1% | +14.6% |
| 3M | +2.1% | -2.9% | +4.9% | +3.5% |
| 6M | +153.8% | +143.6% | +10.2% | +47.7% |
| YTD | +256.4% | +118.5% | +137.9% | +118.6% |
| 1Y | +719.8% | +129.2% | +590.6% | +385.3% |
| All | +1,371.2% | +220.9% | +1,150.3% | +575.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling