+45.9%
HLT vs WU
-18.0%
+63.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.4% | -1.9% | +2.9% |
| 7D | +7.7% | +8.2% | -0.5% | +6.9% |
| 30D | +19.1% | +8.0% | +11.1% | +18.2% |
| 3M | +20.7% | -6.6% | +27.4% | +21.0% |
| 6M | +21.0% | -23.3% | +44.3% | +25.3% |
| YTD | +31.3% | -22.4% | +53.7% | +36.0% |
| 1Y | +45.9% | -18.0% | +63.8% | +49.6% |
| All | +45.9% | -18.0% | +63.8% | +49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling