+99.3%
HLT vs UUUU
+74.5%
+24.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.0% | +5.0% | +0.2% |
| 7D | -1.6% | -10.5% | +8.9% | -1.1% |
| 30D | -5.0% | -10.5% | +5.5% | -4.6% |
| 3M | -10.4% | -14.1% | +3.7% | -10.0% |
| 6M | +3.2% | -35.5% | +38.7% | +4.7% |
| YTD | +6.7% | -10.9% | +17.7% | +5.5% |
| 1Y | +10.3% | +3.4% | +6.9% | +7.4% |
| 3Y | +99.3% | +73.1% | +26.2% | +79.6% |
| All | +99.3% | +74.5% | +24.8% | +79.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling