+1,378.0%
SMCI vs HPE
+631.3%
+746.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +5.1% | -8.4% | -6.5% |
| 7D | +5.2% | +13.6% | -8.4% | -3.7% |
| 30D | +23.7% | +7.7% | +16.0% | +17.7% |
| 3M | -4.2% | +22.4% | -26.6% | -15.0% |
| 6M | +21.7% | +172.6% | -150.9% | -34.1% |
| YTD | +33.0% | +147.5% | -114.5% | -23.7% |
| 1Y | -9.3% | +151.8% | -161.1% | -48.5% |
| 3Y | +38.7% | +267.1% | -228.3% | -36.2% |
| 5Y | +967.2% | +362.8% | +604.4% | +344.8% |
| 10Y | +1,745.9% | +540.2% | +1,205.7% | +535.3% |
| All | +1,378.0% | +631.3% | +746.7% | +377.8% |
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