+237.8%
HPE price history and return analytics
+75.6%
+162.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.1% | +3.7% | +2.8% |
| 7D | +0.3% | -0.7% | +1.0% | +2.2% |
| 30D | -28.6% | -1.7% | -26.8% | -25.7% |
| 3M | -7.4% | -2.3% | -5.1% | -2.3% |
| 6M | +63.7% | +1.5% | +62.1% | +63.6% |
| YTD | +111.7% | +12.0% | +99.7% | +80.4% |
| 1Y | +123.5% | +12.9% | +110.6% | +88.4% |
| All | +237.8% | +75.6% | +162.2% | +46.6% |
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