+417.4%
HL vs AR
+44.7%
+372.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.2% | -0.9% |
| 7D | +7.1% | -1.8% | +8.9% | +7.5% |
| 30D | +21.4% | +12.6% | +8.9% | +18.4% |
| 3M | +37.4% | +10.0% | +27.4% | +34.1% |
| 6M | +0.4% | +0.6% | -0.2% | -0.9% |
| YTD | +6.7% | +13.4% | -6.7% | +1.4% |
| 1Y | +102.4% | +21.7% | +80.7% | +87.0% |
| 3Y | +417.4% | +45.8% | +371.6% | +314.6% |
| All | +417.4% | +44.7% | +372.7% | +314.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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