+575.2%
HLT vs UUUU
+465.5%
+109.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.0% | +5.0% | +0.5% |
| 7D | -1.6% | -10.5% | +8.9% | -0.5% |
| 30D | -5.0% | -10.5% | +5.5% | -4.1% |
| 3M | -10.4% | -14.1% | +3.7% | -9.5% |
| 6M | +3.2% | -35.5% | +38.7% | +6.4% |
| YTD | +6.7% | -10.9% | +17.7% | +4.6% |
| 1Y | +10.3% | +3.4% | +6.9% | +4.5% |
| 3Y | +99.3% | +73.1% | +26.2% | +69.6% |
| 5Y | +143.7% | +87.1% | +56.6% | +96.5% |
| All | +575.2% | +465.5% | +109.7% | +335.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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