+677.7%
HPE vs GAP
+22.6%
+655.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.2% | +8.0% | +7.8% |
| 7D | +10.1% | +1.7% | +8.4% | +9.7% |
| 30D | +5.3% | +9.3% | -4.1% | +2.5% |
| 3M | +12.7% | +6.1% | +6.6% | +10.2% |
| 6M | +167.7% | -2.3% | +169.9% | +164.1% |
| YTD | +135.5% | -10.6% | +146.0% | +136.5% |
| 1Y | +143.4% | -4.4% | +147.8% | +139.4% |
| 3Y | +249.2% | +118.3% | +130.9% | +153.4% |
| 5Y | +343.8% | +12.2% | +331.6% | +261.1% |
| 10Y | +495.9% | +33.7% | +462.1% | +284.4% |
| All | +677.7% | +22.6% | +655.0% | +396.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded GAP 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling