+677.7%
HPE vs SPXU
-99.7%
+777.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +1.7% | +6.1% | +8.5% |
| 7D | +10.1% | -1.5% | +11.6% | +9.5% |
| 30D | +5.3% | +3.7% | +1.6% | +7.2% |
| 3M | +12.7% | -9.6% | +22.2% | +9.7% |
| 6M | +167.7% | -32.4% | +200.0% | +135.4% |
| YTD | +135.5% | -28.7% | +164.1% | +113.6% |
| 1Y | +143.4% | -38.2% | +181.6% | +111.2% |
| 3Y | +249.2% | -80.4% | +329.6% | +121.6% |
| 5Y | +343.8% | -86.0% | +429.9% | +194.0% |
| 10Y | +495.9% | -99.5% | +595.4% | +39.5% |
| All | +677.7% | -99.7% | +777.3% | +58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded SPXU 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling