+717.5%
HPE vs UUUU
+349.1%
+368.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.5% | +5.6% | +5.2% |
| 7D | +13.6% | +1.8% | +11.8% | +13.4% |
| 30D | +7.7% | +1.8% | +5.9% | +7.2% |
| 3M | +22.4% | +1.3% | +21.1% | +21.6% |
| 6M | +172.6% | -26.8% | +199.4% | +180.9% |
| YTD | +147.5% | +0.1% | +147.4% | +139.6% |
| 1Y | +151.8% | +11.2% | +140.5% | +135.5% |
| 3Y | +267.1% | +97.7% | +169.4% | +199.2% |
| 5Y | +362.8% | +127.3% | +235.4% | +248.6% |
| 10Y | +540.2% | +532.6% | +7.6% | +256.2% |
| All | +717.5% | +349.1% | +368.4% | +473.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling