+72.4%
UBER vs HPE
+415.1%
-342.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +12.4% | -13.7% | -5.2% |
| 7D | -5.4% | +19.4% | -24.8% | -11.3% |
| 30D | -4.9% | +5.6% | -10.5% | -7.5% |
| 3M | +3.0% | +33.1% | -30.0% | -8.9% |
| 6M | -4.4% | +192.5% | -196.9% | -40.3% |
| YTD | -12.3% | +160.9% | -173.2% | -43.1% |
| 1Y | -24.3% | +155.0% | -179.3% | -50.9% |
| 3Y | +46.4% | +289.4% | -243.0% | -27.0% |
| 5Y | +79.7% | +395.7% | -316.0% | -23.2% |
| All | +72.4% | +415.1% | -342.7% | -40.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling