+251.4%
HPE price history and return analytics
+75.3%
+176.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.5% | +8.3% | +8.6% |
| 7D | +10.1% | +1.0% | +9.1% | +8.3% |
| 30D | +5.3% | -0.2% | +5.5% | +5.8% |
| 3M | +12.7% | +4.5% | +8.1% | +5.2% |
| 6M | +167.7% | +14.1% | +153.6% | +118.5% |
| YTD | +135.5% | +14.8% | +120.7% | +90.7% |
| 1Y | +143.4% | +21.2% | +122.2% | +81.1% |
| All | +251.4% | +75.3% | +176.1% | +56.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling