+33.4%
UBER vs HPE
+228.2%
-194.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.7% | +4.6% | +1.2% |
| 7D | +1.6% | +7.9% | -6.3% | +0.9% |
| 30D | +0.6% | -23.5% | +24.1% | +2.9% |
| 3M | -8.2% | -19.1% | +10.9% | -7.0% |
| 6M | -6.7% | +51.4% | -58.1% | -17.2% |
| YTD | -14.7% | +103.4% | -118.2% | -29.9% |
| 1Y | -24.1% | +114.4% | -138.5% | -38.7% |
| 3Y | +33.4% | +224.7% | -191.3% | -5.3% |
| All | +33.4% | +228.2% | -194.7% | -5.3% |
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