+599.2%
HPE price history and return analytics
+235.6%
+363.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.1% | +3.7% | +3.3% |
| 7D | +0.3% | -0.7% | +1.0% | +1.8% |
| 30D | -28.6% | -1.7% | -26.8% | -26.3% |
| 3M | -7.4% | -2.3% | -5.1% | -3.4% |
| 6M | +63.7% | +1.5% | +62.1% | +64.0% |
| YTD | +111.7% | +12.0% | +99.7% | +87.1% |
| 1Y | +123.5% | +12.9% | +110.6% | +96.0% |
| 3Y | +238.7% | +74.9% | +163.7% | +76.5% |
| 5Y | +261.0% | +59.9% | +201.1% | +110.8% |
| 10Y | +390.2% | +224.6% | +165.6% | +13.9% |
| All | +599.2% | +235.6% | +363.6% | +58.9% |
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