+495.9%
HPE vs SUI
+104.3%
+391.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.5% | +9.2% | +8.2% |
| 7D | +10.1% | -3.1% | +13.3% | +11.0% |
| 30D | +5.3% | -2.3% | +7.6% | +5.8% |
| 3M | +12.7% | -2.8% | +15.5% | +12.8% |
| 6M | +167.7% | -12.4% | +180.0% | +175.8% |
| YTD | +135.5% | -3.3% | +138.8% | +135.2% |
| 1Y | +143.4% | -5.8% | +149.2% | +144.6% |
| 3Y | +249.2% | +12.5% | +236.7% | +222.7% |
| 5Y | +343.8% | -32.9% | +376.7% | +386.7% |
| 10Y | +495.9% | +104.4% | +391.5% | +388.5% |
| All | +495.9% | +104.3% | +391.5% | +388.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SUI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling