+513.8%
HPE vs OPEN
-70.7%
+584.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.6% | -5.1% | -4.5% |
| 7D | -0.6% | -4.3% | +3.7% | -0.3% |
| 30D | -2.3% | -16.2% | +13.9% | -1.2% |
| 3M | -2.9% | -36.4% | +33.5% | -0.2% |
| 6M | +143.6% | -35.5% | +179.0% | +149.5% |
| YTD | +118.5% | -46.0% | +164.5% | +125.7% |
| 1Y | +129.2% | -47.1% | +176.3% | +131.8% |
| 3Y | +212.5% | -19.0% | +231.5% | +185.7% |
| 5Y | +286.9% | -83.6% | +370.5% | +248.7% |
| All | +513.8% | -70.7% | +584.5% | +438.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling