+451.3%
INTC vs HLT
+641.9%
-190.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.2% | -5.3% | -5.5% |
| 7D | +9.4% | -2.6% | +12.0% | +10.6% |
| 30D | +2.7% | -2.6% | +5.3% | +3.6% |
| 3M | -6.3% | -9.4% | +3.1% | -2.3% |
| 6M | +114.5% | +2.7% | +111.7% | +110.0% |
| YTD | +171.9% | +6.8% | +165.1% | +160.9% |
| 1Y | +305.0% | +12.4% | +292.7% | +277.3% |
| 3Y | +168.3% | +100.2% | +68.2% | +92.7% |
| 5Y | +102.3% | +143.7% | -41.4% | +31.0% |
| 10Y | +249.4% | +584.9% | -335.5% | +45.9% |
| All | +451.3% | +641.9% | -190.6% | +126.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling