+790.0%
NOW vs HPE
+479.1%
+310.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +7.7% | -12.7% | -7.4% |
| 7D | -6.1% | +10.1% | -16.2% | -9.0% |
| 30D | +7.5% | +5.3% | +2.2% | +5.0% |
| 3M | +17.5% | +12.7% | +4.9% | +10.9% |
| 6M | +7.9% | +167.7% | -159.7% | -26.3% |
| YTD | -12.4% | +135.5% | -147.8% | -37.7% |
| 1Y | -28.6% | +143.4% | -172.0% | -50.2% |
| 3Y | +11.8% | +249.2% | -237.3% | -35.1% |
| 5Y | +2.6% | +343.8% | -341.2% | -46.2% |
| 10Y | +790.0% | +495.9% | +294.1% | +257.3% |
| All | +790.0% | +479.1% | +310.9% | +257.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling