+1,504.8%
ASML vs HLT
+719.5%
+785.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.8% | +5.5% | +5.8% |
| 7D | -0.8% | +2.3% | -3.2% | -2.2% |
| 30D | -14.9% | +14.3% | -29.2% | -21.5% |
| 3M | -13.0% | +17.6% | -30.5% | -21.4% |
| 6M | -4.7% | +17.9% | -22.6% | -14.7% |
| YTD | +42.3% | +30.1% | +12.2% | +20.1% |
| 1Y | +49.7% | +36.8% | +12.9% | +22.2% |
| 3Y | +144.3% | +137.6% | +6.7% | +42.0% |
| 5Y | +86.4% | +154.9% | -68.6% | +3.1% |
| 10Y | +1,504.8% | +701.1% | +803.7% | +406.4% |
| All | +1,504.8% | +719.5% | +785.3% | +406.4% |
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