+99.0%
HLT vs WM
+44.2%
+54.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -2.0% |
| 7D | -2.4% | -0.9% | -1.5% | -2.2% |
| 30D | -4.1% | -4.3% | +0.3% | -3.1% |
| 3M | -10.6% | +0.8% | -11.3% | -11.1% |
| 6M | +2.0% | -10.8% | +12.8% | +4.9% |
| YTD | +6.1% | -0.1% | +6.2% | +5.2% |
| 1Y | +9.8% | +1.0% | +8.8% | +8.4% |
| 3Y | +99.0% | +45.1% | +53.9% | +80.3% |
| All | +99.0% | +44.2% | +54.8% | +80.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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