+719.8%
MU vs HLT
+13.1%
+706.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.0% | +7.1% | +6.2% |
| 7D | +9.0% | -3.3% | +12.3% | +9.5% |
| 30D | +13.8% | -4.1% | +17.9% | +14.3% |
| 3M | +2.1% | -7.9% | +10.0% | +3.0% |
| 6M | +153.8% | +2.2% | +151.7% | +148.8% |
| YTD | +256.4% | +8.5% | +247.9% | +245.9% |
| 1Y | +719.8% | +12.1% | +707.6% | +682.2% |
| All | +719.8% | +13.1% | +706.7% | +682.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling