+105.0%
HL vs B
+55.6%
+49.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.8% | +0.7% |
| 7D | +0.4% | +1.0% | -0.7% | -0.8% |
| 30D | +18.8% | +9.5% | +9.3% | +7.6% |
| 3M | +43.7% | +14.3% | +29.4% | +23.1% |
| 6M | -1.0% | -1.9% | +0.8% | +1.6% |
| YTD | +8.7% | +4.1% | +4.6% | +7.7% |
| 1Y | +105.0% | +56.1% | +48.9% | +59.8% |
| All | +105.0% | +55.6% | +49.4% | +59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 1y: compounded portfolio wealth divided by compounded B 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…
1y analysis · Full analysis span regression · 6 months rolling