+138.4%
HLT vs SPXU
-86.1%
+224.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | -0.8% |
| 7D | -1.6% | +2.5% | -4.1% | -0.8% |
| 30D | -5.0% | +4.2% | -9.2% | -3.6% |
| 3M | -10.4% | -9.3% | -1.1% | -12.9% |
| 6M | +3.2% | -30.7% | +33.9% | -7.5% |
| YTD | +6.7% | -28.1% | +34.9% | -2.7% |
| 1Y | +10.3% | -35.2% | +45.5% | -2.5% |
| 3Y | +99.3% | -79.9% | +179.3% | +29.5% |
| All | +138.4% | -86.1% | +224.6% | +63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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