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  • WFC vs HPE✓SelectedUSD · HPEWFC vs HPE performance historyLatest closeAs of+0.87%09/04
Stock and ETF performance explorer

WFC vs HPE

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+132.3%
HPE return
+545.6%
Excess return
-413.3%
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+0.9%-4.5%+5.4%+2.7%
7D+3.8%-0.6%+4.4%+3.9%
30D+1.5%-2.3%+3.8%+1.9%
3M+10.9%-2.9%+13.7%+9.9%
6M+8.4%+143.6%-135.1%-30.0%
YTD-1.9%+118.5%-120.4%-33.9%
1Y+12.3%+129.2%-116.9%-26.7%
3Y+132.3%+212.5%-80.2%+23.2%
5Y+130.1%+286.9%-156.8%+7.1%
10Y+134.4%+432.3%-298.0%-11.5%
All+132.3%+545.6%-413.3%-19.4%

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