+249.2%
HPE vs OPEN
-19.6%
+268.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -2.5% | +10.3% | +7.9% |
| 7D | +10.1% | +1.0% | +9.2% | +10.0% |
| 30D | +5.3% | -11.9% | +17.2% | +6.1% |
| 3M | +12.7% | -28.8% | +41.5% | +15.1% |
| 6M | +167.7% | -38.6% | +206.3% | +175.7% |
| YTD | +135.5% | -47.3% | +182.8% | +144.1% |
| 1Y | +143.4% | -49.2% | +192.6% | +147.8% |
| 3Y | +249.2% | -18.8% | +268.0% | +228.2% |
| All | +249.2% | -19.6% | +268.8% | +228.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling