+563.1%
HPE vs UUUU
+465.5%
+97.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | -5.0% | +17.4% | +13.1% |
| 7D | +19.4% | -10.5% | +29.9% | +21.1% |
| 30D | +5.6% | -10.5% | +16.1% | +7.0% |
| 3M | +33.1% | -14.1% | +47.2% | +35.1% |
| 6M | +192.5% | -35.5% | +227.9% | +206.0% |
| YTD | +160.9% | -10.9% | +171.9% | +156.8% |
| 1Y | +155.0% | +3.4% | +151.6% | +141.4% |
| 3Y | +289.4% | +73.1% | +216.3% | +225.9% |
| 5Y | +395.7% | +87.1% | +308.5% | +288.7% |
| All | +563.1% | +465.5% | +97.6% | +287.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling