+577.9%
NOW vs HPE
+491.8%
+86.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.2% | -5.4% | -1.1% |
| 7D | -3.1% | -7.1% | +4.1% | -1.1% |
| 30D | -27.0% | -35.3% | +8.2% | -17.5% |
| 3M | -17.7% | -10.4% | -7.3% | -17.3% |
| 6M | +12.7% | +52.5% | -39.8% | -8.3% |
| YTD | -32.9% | +100.3% | -133.2% | -51.1% |
| 1Y | -40.4% | +106.4% | -146.8% | -57.2% |
| 3Y | -17.1% | +227.4% | -244.5% | -52.4% |
| 5Y | -25.7% | +250.6% | -276.3% | -59.0% |
| 10Y | +504.6% | +365.4% | +139.3% | +175.7% |
| All | +577.9% | +491.8% | +86.2% | +162.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling