+40.0%
HLT vs BBY
+31.8%
+8.3%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.1% | -1.5% |
| 7D | +3.6% | -1.0% | +4.5% | +3.6% |
| 30D | +14.6% | +17.1% | -2.6% | +11.4% |
| 3M | +13.9% | +18.9% | -4.9% | +10.4% |
| 6M | +18.3% | +77.7% | -59.4% | +4.0% |
| YTD | +28.9% | +54.4% | -25.5% | +16.9% |
| 1Y | +40.0% | +29.4% | +10.6% | +39.9% |
| All | +40.0% | +31.8% | +8.3% | +39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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