+282.3%
HL vs AXON
+36.0%
+246.4%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -18.2% | +20.2% | +4.4% |
| 7D | +8.9% | -26.8% | +35.8% | +13.3% |
| 30D | -10.1% | -22.9% | +12.8% | -7.2% |
| 3M | -7.0% | -40.1% | +33.0% | -0.8% |
| 6M | -18.8% | -18.9% | +0.1% | -16.9% |
| YTD | -23.1% | -44.9% | +21.7% | -17.7% |
| 1Y | +8.9% | -46.7% | +55.6% | +16.9% |
| All | +282.3% | +36.0% | +246.4% | +195.7% |
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