+795.5%
HLT vs URI
+1,575.8%
-780.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.5% |
| 7D | +0.7% | +6.7% | -6.0% | -1.7% |
| 30D | +13.7% | +8.9% | +4.9% | +9.9% |
| 3M | +16.3% | +0.5% | +15.8% | +15.3% |
| 6M | +19.9% | +20.7% | -0.7% | +10.4% |
| YTD | +30.1% | +40.0% | -10.0% | +11.0% |
| 1Y | +38.5% | +34.4% | +4.1% | +19.8% |
| 3Y | +131.0% | +149.5% | -18.4% | +53.4% |
| 5Y | +163.7% | +205.6% | -41.9% | +57.4% |
| 10Y | +697.4% | +1,183.1% | -485.7% | +168.4% |
| All | +795.5% | +1,575.8% | -780.3% | +177.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling