+45.9%
HLT vs D
+23.9%
+22.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.4% | -1.0% | +2.8% |
| 7D | +7.7% | +8.5% | -0.8% | +6.5% |
| 30D | +19.1% | +14.3% | +4.8% | +17.0% |
| 3M | +20.7% | +1.8% | +18.9% | +20.4% |
| 6M | +21.0% | +13.0% | +8.0% | +18.2% |
| YTD | +31.3% | +22.7% | +8.5% | +24.7% |
| 1Y | +45.9% | +22.6% | +23.3% | +38.5% |
| All | +45.9% | +23.9% | +22.0% | +38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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