+116.4%
HPE vs UUUU
-55.1%
+171.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.8% | -4.8% | -5.5% |
| 7D | -17.0% | -14.4% | -2.6% | -14.5% |
| 30D | -26.7% | -33.6% | +6.9% | -21.4% |
| 3M | -4.1% | -44.2% | +40.0% | +5.4% |
| 6M | +75.4% | -66.8% | +142.2% | +101.8% |
| YTD | +111.0% | -50.6% | +161.6% | +123.7% |
| 1Y | +116.4% | -57.8% | +174.2% | +135.4% |
| All | +116.4% | -55.1% | +171.6% | +135.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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