+29.3%
V vs HPE
+113.0%
-83.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -5.7% | +9.5% | +3.5% |
| 7D | +9.0% | -17.0% | +26.0% | +8.0% |
| 30D | +18.1% | -26.7% | +44.8% | +16.5% |
| 3M | +18.3% | -4.1% | +22.5% | +18.3% |
| 6M | +34.1% | +75.4% | -41.3% | +32.0% |
| YTD | +25.2% | +111.0% | -85.8% | +19.4% |
| 1Y | +29.3% | +116.4% | -87.1% | +22.3% |
| All | +29.3% | +113.0% | -83.7% | +22.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling