+1,278.0%
AAPL vs HLT
+590.2%
+687.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.8% | +1.8% |
| 7D | +3.8% | -1.6% | +5.4% | +4.5% |
| 30D | +9.9% | -5.0% | +15.0% | +12.2% |
| 3M | +12.5% | -10.4% | +22.9% | +17.3% |
| 6M | +27.6% | +3.2% | +24.4% | +25.1% |
| YTD | +22.6% | +6.7% | +15.8% | +18.4% |
| 1Y | +45.0% | +10.3% | +34.7% | +37.7% |
| 3Y | +87.8% | +99.3% | -11.6% | +39.3% |
| 5Y | +128.7% | +143.7% | -15.0% | +54.6% |
| All | +1,278.0% | +590.2% | +687.8% | +570.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 10y: compounded portfolio wealth divided by compounded HLT 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…
10y analysis · Full analysis span regression · 6 months rolling