+416.5%
HL vs AXON
+141.6%
+274.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.2% | +1.7% | -1.9% |
| 7D | +1.5% | -14.2% | +15.6% | +3.7% |
| 30D | +25.1% | -15.4% | +40.4% | +27.7% |
| 3M | +22.9% | +0.5% | +22.4% | +22.6% |
| 6M | -4.9% | -9.5% | +4.6% | -4.1% |
| YTD | +7.8% | -9.2% | +17.0% | +8.4% |
| 1Y | +133.9% | -29.4% | +163.3% | +141.1% |
| All | +416.5% | +141.6% | +274.9% | +294.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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