+135.8%
HELE price history and return analytics
+355.4%
-219.6%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.8% | +2.8% |
| 7D | +29.3% | -0.1% | +29.5% | +29.5% |
| 30D | +44.1% | -3.1% | +47.2% | +48.7% |
| 3M | +30.8% | -3.5% | +34.3% | +35.5% |
| 6M | +54.6% | +0.5% | +54.1% | +53.2% |
| YTD | +79.8% | +10.8% | +69.0% | +60.2% |
| 1Y | +96.4% | +11.9% | +84.5% | +73.4% |
| 3Y | -61.4% | +73.0% | -134.4% | -78.1% |
| 5Y | -83.9% | +58.6% | -142.5% | -89.9% |
| 10Y | -53.5% | +219.2% | -272.7% | -86.1% |
| All | +135.8% | +355.4% | -219.6% | -56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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