+1,342.5%
MU vs HPE
+300.4%
+1,042.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.5% | +10.6% | +8.8% |
| 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% | +3.7% |
| 6M | +153.8% | +143.6% | +10.2% | +41.9% |
| YTD | +256.4% | +118.5% | +137.9% | +110.3% |
| 1Y | +719.8% | +129.2% | +590.6% | +366.7% |
| 3Y | +1,360.4% | +212.5% | +1,147.8% | +549.0% |
| All | +1,342.5% | +300.4% | +1,042.2% | +439.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling