-39.3%
NFLX vs HPE
+113.0%
-152.3%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -5.7% | +10.4% | +4.2% |
| 7D | +7.1% | -17.0% | +24.1% | +5.7% |
| 30D | -1.6% | -26.7% | +25.1% | -3.5% |
| 3M | -9.8% | -4.1% | -5.6% | -10.0% |
| 6M | -27.1% | +75.4% | -102.5% | -27.6% |
| YTD | -29.2% | +111.0% | -140.2% | -32.5% |
| 1Y | -39.3% | +116.4% | -155.7% | -42.2% |
| All | -39.3% | +113.0% | -152.3% | -42.2% |
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