+46.4%
UBER vs HLT
+99.0%
-52.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -5.4% | -1.6% | -3.8% | -4.5% |
| 30D | -4.9% | -5.0% | +0.1% | -2.1% |
| 3M | +3.0% | -10.4% | +13.4% | +9.2% |
| 6M | -4.4% | +3.2% | -7.6% | -8.0% |
| YTD | -12.3% | +6.7% | -19.0% | -17.9% |
| 1Y | -24.3% | +10.3% | -34.6% | -31.2% |
| 3Y | +46.4% | +99.3% | -52.9% | -24.6% |
| All | +46.4% | +99.0% | -52.6% | -24.6% |
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