+74.5%
UBER vs HLT
+245.7%
-171.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.3% |
| 7D | -4.5% | -2.6% | -1.9% | -2.5% |
| 30D | -7.6% | -2.6% | -5.0% | -5.9% |
| 3M | +5.8% | -9.4% | +15.2% | +12.9% |
| 6M | +0.3% | +2.7% | -2.5% | -3.7% |
| YTD | -11.2% | +6.8% | -18.0% | -17.7% |
| 1Y | -23.0% | +12.4% | -35.3% | -32.2% |
| 3Y | +53.6% | +100.2% | -46.6% | -17.7% |
| 5Y | +81.9% | +143.7% | -61.8% | -16.4% |
| All | +74.5% | +245.7% | -171.2% | -49.1% |
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