+1,761.8%
ASML vs HLT
+555.5%
+1,206.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.2% | +5.1% | +4.2% |
| 7D | +6.0% | -2.4% | +8.4% | +7.4% |
| 30D | +1.4% | -4.1% | +5.5% | +3.6% |
| 3M | +1.0% | -10.6% | +11.6% | +7.3% |
| 6M | +37.0% | +2.0% | +34.9% | +34.3% |
| YTD | +65.8% | +6.1% | +59.6% | +58.4% |
| 1Y | +123.1% | +9.8% | +113.3% | +107.1% |
| 3Y | +188.2% | +99.0% | +89.2% | +86.6% |
| 5Y | +115.6% | +151.5% | -35.9% | +21.9% |
| 10Y | +1,761.8% | +561.1% | +1,200.7% | +523.7% |
| All | +1,761.8% | +555.5% | +1,206.3% | +523.7% |
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