-21.4%
NOW vs HPE
+122.1%
-143.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.5% | +1.5% | -2.6% |
| 7D | -2.4% | -0.6% | -1.8% | -2.3% |
| 30D | +20.5% | -2.3% | +22.8% | +20.5% |
| 3M | +18.3% | -2.9% | +21.2% | +19.5% |
| 6M | +24.1% | +143.6% | -119.5% | +8.0% |
| YTD | -7.8% | +118.5% | -126.3% | -18.4% |
| 1Y | -21.4% | +129.2% | -150.6% | -30.6% |
| All | -21.4% | +122.1% | -143.5% | -30.6% |
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