+419.5%
HL vs ALL
+151.8%
+267.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +0.4% | -2.2% | +2.6% | +0.2% |
| 30D | +18.8% | -5.6% | +24.4% | +18.4% |
| 3M | +43.7% | +17.2% | +26.5% | +43.9% |
| 6M | -1.0% | +23.2% | -24.3% | -1.2% |
| YTD | +8.7% | +23.6% | -14.9% | +8.2% |
| 1Y | +105.0% | +29.2% | +75.8% | +101.8% |
| All | +419.5% | +151.8% | +267.6% | +247.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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