+384.8%
NVDA vs HPE
+242.3%
+142.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.2% | +4.0% | +0.2% |
| 7D | -4.3% | +1.4% | -5.7% | -5.3% |
| 30D | +0.5% | +1.5% | -1.0% | -0.8% |
| 3M | +9.1% | +21.7% | -12.7% | -1.1% |
| 6M | +18.5% | +164.2% | -145.7% | -28.7% |
| YTD | +17.4% | +132.1% | -114.7% | -25.1% |
| 1Y | +23.4% | +130.6% | -107.2% | -21.6% |
| All | +384.8% | +242.3% | +142.4% | +140.1% |
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