+249.3%
HL vs AXON
+167.8%
+81.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.1% | +5.0% | +2.4% |
| 7D | +0.4% | -3.3% | +3.7% | +0.9% |
| 30D | +18.8% | -17.8% | +36.7% | +22.5% |
| 3M | +43.7% | +8.3% | +35.4% | +40.9% |
| 6M | -1.0% | -12.4% | +11.3% | 0.0% |
| YTD | +8.7% | -13.7% | +22.4% | +9.8% |
| 1Y | +105.0% | -33.1% | +138.1% | +114.2% |
| 3Y | +427.3% | +128.2% | +299.1% | +317.4% |
| 5Y | +249.3% | +170.5% | +78.8% | +130.1% |
| All | +249.3% | +167.8% | +81.5% | +130.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling