+78.9%
UBER vs HLT
+142.1%
-63.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -5.4% | -1.6% | -3.8% | -4.2% |
| 30D | -4.9% | -5.0% | +0.1% | -1.1% |
| 3M | +3.0% | -10.4% | +13.4% | +11.1% |
| 6M | -4.4% | +3.2% | -7.6% | -8.8% |
| YTD | -12.3% | +6.7% | -19.0% | -19.1% |
| 1Y | -24.3% | +10.3% | -34.6% | -32.8% |
| 3Y | +46.4% | +99.3% | -52.9% | -26.6% |
| All | +78.9% | +142.1% | -63.2% | -20.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling