+831.9%
NOW vs HPE
+545.6%
+286.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.5% | +1.5% | -1.6% |
| 7D | -2.4% | -0.6% | -1.8% | -2.2% |
| 30D | +20.5% | -2.3% | +22.8% | +20.8% |
| 3M | +18.3% | -2.9% | +21.2% | +17.4% |
| 6M | +24.1% | +143.6% | -119.5% | -12.8% |
| YTD | -7.8% | +118.5% | -126.3% | -33.0% |
| 1Y | -21.4% | +129.2% | -150.6% | -44.3% |
| 3Y | +19.5% | +212.5% | -193.0% | -28.1% |
| 5Y | +4.1% | +286.9% | -282.8% | -43.0% |
| 10Y | +826.4% | +432.3% | +394.1% | +313.3% |
| All | +831.9% | +545.6% | +286.3% | +260.4% |
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