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  • WFC vs HPE✓SelectedUSD · HPEWFC vs HPE performance historyLatest closeAs of-2.23%09/08
Stock and ETF performance explorer

WFC vs HPE

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+127.1%
HPE return
+595.7%
Excess return
-468.5%
Maximum drawdown
-64.5%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioHPEExcessAlpha
1D-2.2%+7.7%-10.0%-5.3%
7D+1.1%+10.1%-9.1%-3.1%
30D+0.8%+5.3%-4.5%-2.0%
3M+9.3%+12.7%-3.4%+2.0%
6M+10.6%+167.7%-157.0%-31.4%
YTD-4.1%+135.5%-139.5%-37.4%
1Y+13.6%+143.4%-129.8%-27.7%
3Y+130.7%+249.2%-118.4%+16.4%
5Y+126.7%+343.8%-217.1%-0.8%
10Y+132.1%+495.9%-363.7%-15.9%
All+127.1%+595.7%-468.5%-23.6%

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