+635.0%
HLT vs UUUU
+145.6%
+489.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.3% | +6.1% | +0.4% |
| 7D | -2.6% | -5.0% | +2.4% | -2.1% |
| 30D | -2.6% | -7.8% | +5.1% | -2.0% |
| 3M | -9.4% | -0.4% | -9.0% | -9.9% |
| 6M | +2.7% | -32.9% | +35.6% | +5.5% |
| YTD | +6.8% | -6.3% | +13.0% | +4.2% |
| 1Y | +12.4% | +7.9% | +4.4% | +6.1% |
| 3Y | +100.2% | +85.2% | +15.0% | +69.7% |
| 5Y | +143.7% | +97.0% | +46.8% | +96.4% |
| 10Y | +584.9% | +492.6% | +92.2% | +338.3% |
| All | +635.0% | +145.6% | +489.5% | +383.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling