HPAI vs. GDE
HPAI (Helport AI Ltd) is a stock, while GDE (WisdomTree Efficient Gold Plus Equity Strategy Fund) is Gold fund actively managed by WisdomTree. Over the past year, HPAI returned -88.59% vs 33.38% for GDE. Their 0.07 correlation means their historical movements had little consistent relationship.
Performance
HPAI vs. GDE - Performance Comparison
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Returns By Period
In the year-to-date period, HPAI achieves a -88.10% return, which is significantly lower than GDE's -0.84% return.
HPAI
- 1D
- 2.88%
- 1M
- -18.60%
- 6M
- -83.34%
- YTD
- -88.10%
- 1Y
- -88.59%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -79.84%
GDE
- 1D
- -0.71%
- 1M
- -1.55%
- 6M
- -11.26%
- YTD
- -0.84%
- 1Y
- 33.38%
- 3Y*
- 38.84%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 29.08%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $4.75M | $8.80M | $9.79M | |
HPAI Helport AI Ltd | $79.56K | $308.72K | $1.26M |
HPAI vs. GDE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
HPAI Helport AI Ltd | -88.10% | -24.32% | -53.75% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | -0.84% | 73.76% | 15.52% |
Correlation
The correlation between HPAI and GDE is 0.12, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.12 |
Correlation (All Time) Calculated using the full available price history since Aug 5, 2024 | 0.07 |
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Return for Risk
HPAI vs. GDE — Risk / Return Rank
HPAI
GDE
HPAI vs. GDE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Helport AI Ltd (HPAI) and WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HPAI | GDE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.00 | ||
| Sortino ratioReturn per unit of downside risk | -3.92 | ||
| Omega ratioGain probability vs. loss probability | 0.72 | 1.21 | -0.49 |
| Calmar ratioReturn relative to maximum drawdown | -0.98 | 1.49 | -2.47 |
| Martin ratioReturn relative to average drawdown | -1.78 | 3.27 | -5.05 |
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Drawdowns
HPAI vs. GDE - Drawdown Comparison
The maximum HPAI drawdown since its inception was -96.40%, which is greater than GDE's maximum drawdown of -32.01%. Use the drawdown chart below to compare losses from any high point for HPAI and GDE.
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Drawdown Indicators
| HPAI | GDE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.40% | -32.01% | -64.39% |
Max Drawdown (1Y)Largest decline over 1 year | -90.13% | -22.66% | -67.47% |
Max Drawdown (3Y)Largest decline over 3 years | — | -22.66% | — |
Current DrawdownCurrent decline from peak | -95.84% | -19.77% | -76.07% |
Average DrawdownAverage peak-to-trough decline | -66.31% | -8.25% | -58.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 49.70% | 10.30% | +39.40% |
Volatility
HPAI vs. GDE - Volatility Comparison
Helport AI Ltd (HPAI) has a higher volatility of 44.27% compared to WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) at 7.99%. This indicates that HPAI's price experiences larger fluctuations and is considered to be riskier than GDE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HPAI | GDE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 44.27% | 7.99% | +36.28% |
Volatility (6M)Calculated over the trailing 6-month period | 86.82% | 26.11% | +60.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 97.06% | 31.06% | +66.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 106.24% | 27.12% | +79.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 106.24% | 27.12% | +79.12% |
Dividends
HPAI vs. GDE - Dividend Comparison
HPAI has not paid dividends to shareholders, while GDE's dividend yield for the trailing twelve months is around 4.36%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 4.36% | 4.32% | 7.14% | 2.22% | 0.81% |
HPAI Helport AI Ltd | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
HPAI and GDE have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HPAI has higher volatility (44.27%) compared to GDE (7.99%). In terms of maximum drawdown, HPAI dropped -96.40% vs GDE's -32.01%.
GDE currently has the higher Sharpe Ratio (1.09 vs -0.91), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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