+471.4%
HPE vs OPEN
-88.9%
+560.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.6% | -0.1% | -3.5% |
| 7D | +7.9% | -15.0% | +22.9% | +9.0% |
| 30D | -23.5% | -40.2% | +16.7% | -21.3% |
| 3M | -19.1% | -67.4% | +48.3% | -13.4% |
| 6M | +51.4% | -74.0% | +125.4% | +64.1% |
| YTD | +103.4% | -79.6% | +183.0% | +122.7% |
| 1Y | +114.4% | -86.1% | +200.5% | +139.7% |
| 3Y | +224.7% | -41.4% | +266.0% | +203.6% |
| 5Y | +277.8% | -94.9% | +372.6% | +261.6% |
| All | +471.4% | -88.9% | +560.3% | +431.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 10y: compounded portfolio wealth divided by compounded OPEN 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…
10y analysis · Full analysis span regression · 6 months rolling