+635.0%
HLT vs EQT
+28.4%
+606.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.3% |
| 7D | -2.6% | -1.2% | -1.4% | -2.4% |
| 30D | -2.6% | +1.1% | -3.7% | -2.8% |
| 3M | -9.4% | +4.8% | -14.2% | -10.1% |
| 6M | +2.7% | -10.6% | +13.3% | +3.8% |
| YTD | +6.8% | +3.4% | +3.3% | +5.8% |
| 1Y | +12.4% | +8.7% | +3.7% | +10.4% |
| 3Y | +100.2% | +35.0% | +65.2% | +89.1% |
| 5Y | +143.7% | +204.2% | -60.5% | +107.0% |
| 10Y | +584.9% | +52.5% | +532.4% | +510.3% |
| All | +635.0% | +28.4% | +606.7% | +561.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 all: compounded portfolio wealth divided by compounded EQT 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…
all analysis · Full analysis span regression · 6 months rolling