+75.9%
UBER vs HPE
+364.9%
-288.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +7.7% | -11.2% | -6.0% |
| 7D | -2.8% | +10.1% | -12.9% | -6.1% |
| 30D | -2.5% | +5.3% | -7.8% | -5.0% |
| 3M | +4.4% | +12.7% | -8.3% | -1.9% |
| 6M | -2.7% | +167.7% | -170.3% | -37.2% |
| YTD | -10.5% | +135.5% | -146.0% | -39.7% |
| 1Y | -22.5% | +143.4% | -165.9% | -49.0% |
| 3Y | +54.8% | +249.2% | -194.4% | -19.6% |
| 5Y | +82.5% | +343.8% | -261.3% | -18.6% |
| All | +75.9% | +364.9% | -288.9% | -36.8% |
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