+164.7%
HLT vs PAAS
+48.6%
+116.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.2% |
| 7D | +0.7% | -8.9% | +9.6% | +1.6% |
| 30D | +13.7% | -11.4% | +25.2% | +15.0% |
| 3M | +16.3% | -20.4% | +36.8% | +18.7% |
| 6M | +19.9% | -40.7% | +60.6% | +25.4% |
| YTD | +30.1% | -26.9% | +57.0% | +32.0% |
| 1Y | +38.5% | -3.1% | +41.6% | +36.1% |
| 3Y | +131.0% | +199.3% | -68.2% | +89.4% |
| All | +164.7% | +48.6% | +116.1% | +161.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 5y: compounded portfolio wealth divided by compounded PAAS 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…
5y analysis · Full analysis span regression · 6 months rolling