+341.1%
HPE vs UUUU
+88.5%
+252.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -6.3% | +0.1% | -5.3% |
| 7D | +1.4% | -5.0% | +6.5% | +2.2% |
| 30D | +1.5% | -7.8% | +9.3% | +2.6% |
| 3M | +21.7% | -0.4% | +22.2% | +21.2% |
| 6M | +164.2% | -32.9% | +197.1% | +175.1% |
| YTD | +132.1% | -6.3% | +138.3% | +126.1% |
| 1Y | +130.6% | +7.9% | +122.7% | +115.7% |
| 3Y | +244.1% | +85.2% | +158.9% | +177.9% |
| All | +341.1% | +88.5% | +252.6% | +239.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling