+249.2%
HPE vs SLV
+181.9%
+67.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.8% | +8.5% | +7.9% |
| 7D | +10.1% | +2.5% | +7.6% | +9.7% |
| 30D | +5.3% | +3.3% | +2.0% | +4.7% |
| 3M | +12.7% | -3.6% | +16.3% | +13.0% |
| 6M | +167.7% | -21.8% | +189.5% | +175.0% |
| YTD | +135.5% | -7.8% | +143.3% | +128.7% |
| 1Y | +143.4% | +58.3% | +85.1% | +107.1% |
| 3Y | +249.2% | +182.6% | +66.6% | +163.2% |
| All | +249.2% | +181.9% | +67.3% | +163.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling