+319.1%
DELL vs HLT
+13.1%
+306.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.6% |
| 7D | +14.9% | -3.3% | +18.2% | +15.1% |
| 30D | +13.3% | -4.1% | +17.4% | +13.4% |
| 3M | +24.4% | -7.9% | +32.3% | +25.0% |
| 6M | +258.0% | +2.2% | +255.9% | +250.9% |
| YTD | +320.2% | +8.5% | +311.7% | +308.0% |
| 1Y | +319.1% | +12.1% | +306.9% | +299.1% |
| All | +319.1% | +13.1% | +306.0% | +299.1% |
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