-40.7%
NOW vs HPE
+100.7%
-141.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.2% | -5.4% | +0.4% |
| 7D | -3.1% | -7.1% | +4.1% | -2.7% |
| 30D | -27.0% | -35.3% | +8.2% | -26.3% |
| 3M | -17.7% | -10.4% | -7.3% | -17.8% |
| 6M | +12.7% | +52.5% | -39.8% | +4.2% |
| YTD | -32.9% | +100.3% | -133.2% | -39.2% |
| All | -40.7% | +100.7% | -141.4% | -46.6% |
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