+9.4%
NOW vs HPE
+284.9%
-275.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +12.4% | -11.4% | -1.5% |
| 7D | -6.2% | +19.4% | -25.6% | -9.9% |
| 30D | +6.1% | +5.6% | +0.5% | +4.4% |
| 3M | +28.6% | +33.1% | -4.5% | +18.8% |
| 6M | +14.6% | +192.5% | -177.8% | -16.9% |
| YTD | -13.5% | +160.9% | -174.4% | -35.3% |
| 1Y | -29.4% | +155.0% | -184.3% | -47.1% |
| 3Y | +9.4% | +289.4% | -280.0% | -32.6% |
| All | +9.4% | +284.9% | -275.6% | -32.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling