-29.8%
NOW vs HPE
+156.7%
-186.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +5.1% | -7.4% | -2.6% |
| 7D | -4.1% | +13.6% | -17.7% | -5.0% |
| 30D | +2.9% | +7.7% | -4.8% | +2.2% |
| 3M | +22.6% | +22.4% | +0.2% | +20.1% |
| 6M | +7.5% | +172.6% | -165.1% | -7.0% |
| YTD | -14.4% | +147.5% | -161.9% | -24.9% |
| 1Y | -29.8% | +151.8% | -181.6% | -38.5% |
| All | -29.8% | +156.7% | -186.5% | -38.5% |
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