+171.2%
INTC vs HLT
+99.0%
+72.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +7.5% | -1.6% | +9.1% | +8.3% |
| 30D | +2.0% | -5.0% | +7.0% | +4.6% |
| 3M | -12.0% | -10.4% | -1.6% | -6.6% |
| 6M | +114.5% | +3.2% | +111.3% | +106.0% |
| YTD | +179.0% | +6.7% | +172.2% | +160.4% |
| 1Y | +318.3% | +10.3% | +308.0% | +279.1% |
| 3Y | +171.2% | +99.3% | +71.9% | +61.2% |
| All | +171.2% | +99.0% | +72.2% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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