+45.2%
ASML vs HLT
+36.7%
+8.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.3% | -2.1% |
| 7D | +10.4% | +0.8% | +9.5% | +10.1% |
| 30D | -12.7% | +13.1% | -25.8% | -16.1% |
| 3M | -17.2% | +15.6% | -32.8% | -21.1% |
| 6M | -1.3% | +19.0% | -20.3% | -8.6% |
| YTD | +40.8% | +29.9% | +10.9% | +28.2% |
| 1Y | +45.2% | +35.9% | +9.3% | +31.5% |
| All | +45.2% | +36.7% | +8.5% | +31.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling