+116.4%
HPE vs SLV
+9.6%
+106.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +5.2% | -10.8% | -6.6% |
| 7D | -17.0% | -3.9% | -13.1% | -16.4% |
| 30D | -26.7% | -14.5% | -12.3% | -24.5% |
| 3M | -4.1% | -12.4% | +8.3% | -1.4% |
| 6M | +75.4% | -28.5% | +103.9% | +84.5% |
| YTD | +111.0% | -26.8% | +137.8% | +113.1% |
| 1Y | +116.4% | +10.3% | +106.1% | +79.3% |
| All | +116.4% | +9.6% | +106.9% | +79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SLV.
Daily Out/Under-Performance
Portfolio return minus SLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLV 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 1y: compounded portfolio wealth divided by compounded SLV 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…
1y analysis · Full analysis span regression · 6 months rolling