+392.8%
HL vs AU
+577.5%
-184.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.6% |
| 7D | -4.4% | -4.3% | -0.1% | -1.1% |
| 30D | +9.3% | +7.3% | +2.0% | +3.4% |
| 3M | +32.0% | +26.3% | +5.7% | +10.4% |
| 6M | -6.4% | +1.8% | -8.2% | -8.9% |
| YTD | +3.1% | +26.8% | -23.7% | -13.8% |
| 1Y | +77.6% | +66.7% | +10.9% | +23.9% |
| 3Y | +392.8% | +579.1% | -186.2% | +30.4% |
| All | +392.8% | +577.5% | -184.7% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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