+366.0%
WDC vs HPE
+157.9%
+208.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +12.4% | -15.4% | -8.4% |
| 7D | -4.3% | +19.4% | -23.7% | -12.3% |
| 30D | -1.5% | +5.6% | -7.1% | -4.4% |
| 3M | -15.5% | +33.1% | -48.5% | -26.3% |
| 6M | +66.5% | +192.5% | -126.0% | +8.7% |
| YTD | +159.9% | +160.9% | -1.1% | +76.3% |
| 1Y | +366.0% | +155.0% | +211.0% | +210.7% |
| All | +366.0% | +157.9% | +208.1% | +210.7% |
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