+5,341.1%
MU vs HPE
+545.6%
+4,795.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +14.7% |
| 3M | +2.1% | -2.9% | +4.9% | +3.9% |
| 6M | +153.8% | +143.6% | +10.2% | +43.3% |
| YTD | +256.4% | +118.5% | +137.9% | +111.8% |
| 1Y | +719.8% | +129.2% | +590.6% | +371.7% |
| 3Y | +1,360.4% | +212.5% | +1,147.8% | +568.2% |
| 5Y | +1,312.4% | +286.9% | +1,025.5% | +458.4% |
| 10Y | +6,142.6% | +432.3% | +5,710.2% | +1,831.5% |
| All | +5,341.1% | +545.6% | +4,795.4% | +1,217.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling