+99.4%
HLT vs PWR
+199.1%
-99.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | 0.0% |
| 7D | -2.6% | -0.2% | -2.4% | -2.6% |
| 30D | -2.6% | -7.7% | +5.1% | -1.3% |
| 3M | -9.4% | -4.9% | -4.5% | -9.2% |
| 6M | +2.7% | +9.7% | -7.0% | -1.1% |
| YTD | +6.8% | +46.7% | -39.9% | -4.3% |
| 1Y | +12.4% | +58.7% | -46.4% | -2.2% |
| All | +99.4% | +199.1% | -99.7% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 3y: compounded portfolio wealth divided by compounded PWR 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…
3y analysis · Full analysis span regression · 6 months rolling