+155.0%
HPE vs SLV
+55.5%
+99.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +1.1% | +11.4% | +12.3% |
| 7D | +19.4% | -2.8% | +22.2% | +20.0% |
| 30D | +5.6% | -1.6% | +7.2% | +6.0% |
| 3M | +33.1% | -4.4% | +37.5% | +33.5% |
| 6M | +192.5% | -25.4% | +217.9% | +198.6% |
| YTD | +160.9% | -9.8% | +170.7% | +162.1% |
| 1Y | +155.0% | +53.8% | +101.2% | +140.0% |
| All | +155.0% | +55.5% | +99.4% | +140.0% |
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