+575.2%
HLT vs URI
+1,233.9%
-658.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -1.6% | -2.1% | +0.5% | -0.9% |
| 30D | -5.0% | -12.4% | +7.4% | -0.5% |
| 3M | -10.4% | -7.3% | -3.1% | -8.8% |
| 6M | +3.2% | +27.2% | -24.0% | -7.8% |
| YTD | +6.7% | +23.0% | -16.2% | -4.5% |
| 1Y | +10.3% | +3.9% | +6.3% | +4.8% |
| 3Y | +99.3% | +121.6% | -22.3% | +35.7% |
| 5Y | +143.7% | +201.1% | -57.4% | +42.0% |
| All | +575.2% | +1,233.9% | -658.6% | +141.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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