+55.3%
BE vs HLT
+46.7%
+8.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +3.5% | -9.9% | -7.5% |
| 7D | -12.1% | +7.7% | -19.8% | -14.7% |
| 30D | -30.1% | +19.1% | -49.2% | -34.6% |
| 3M | -12.1% | +20.7% | -32.9% | -18.2% |
| 6M | -30.6% | +21.0% | -51.6% | -34.2% |
| YTD | +130.6% | +31.3% | +99.4% | +110.0% |
| 1Y | +55.3% | +45.9% | +9.4% | +25.0% |
| All | +55.3% | +46.7% | +8.6% | +25.0% |
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