+898.3%
NVDA vs HPE
+362.4%
+535.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.1% | -6.0% | -3.5% |
| 7D | -0.3% | +13.6% | -14.0% | -7.2% |
| 30D | +2.8% | +7.7% | -4.9% | -1.9% |
| 3M | +7.4% | +22.4% | -14.9% | -5.4% |
| 6M | +22.6% | +172.6% | -150.0% | -36.2% |
| YTD | +20.1% | +147.5% | -127.4% | -34.4% |
| 1Y | +31.2% | +151.8% | -120.6% | -30.0% |
| 3Y | +391.7% | +267.1% | +124.7% | +87.5% |
| All | +898.3% | +362.4% | +535.9% | +226.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling