+575.2%
HLT vs O
+54.0%
+521.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -1.6% | -2.9% | +1.3% | -0.4% |
| 30D | -5.0% | -4.5% | -0.5% | -3.2% |
| 3M | -10.4% | -2.6% | -7.7% | -9.6% |
| 6M | +3.2% | -5.6% | +8.9% | +5.4% |
| YTD | +6.7% | +9.3% | -2.5% | +2.3% |
| 1Y | +10.3% | +4.3% | +6.0% | +7.7% |
| 3Y | +99.3% | +27.4% | +71.9% | +75.8% |
| 5Y | +143.7% | +17.1% | +126.6% | +121.4% |
| All | +575.2% | +54.0% | +521.2% | +452.4% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 10y: compounded portfolio wealth divided by compounded O 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…
10y analysis · Full analysis span regression · 6 months rolling