+551.8%
HPE vs OPEN
-74.0%
+625.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -6.7% | +0.4% | -5.8% |
| 7D | +1.4% | -10.5% | +12.0% | +2.2% |
| 30D | +1.5% | -21.8% | +23.3% | +3.1% |
| 3M | +21.7% | -37.5% | +59.2% | +25.3% |
| 6M | +164.2% | -44.1% | +208.3% | +173.2% |
| YTD | +132.1% | -52.0% | +184.0% | +141.5% |
| 1Y | +130.6% | -52.2% | +182.9% | +135.0% |
| 3Y | +244.1% | -25.9% | +270.0% | +216.5% |
| 5Y | +340.8% | -85.1% | +425.9% | +300.3% |
| All | +551.8% | -74.0% | +625.7% | +476.5% |
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