+733.3%
HL vs DOW
-17.0%
+750.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.9% | -0.3% |
| 7D | -4.4% | -1.4% | -3.0% | -3.8% |
| 30D | +9.3% | -3.9% | +13.2% | +11.2% |
| 3M | +32.0% | -12.7% | +44.7% | +38.8% |
| 6M | -6.4% | -13.7% | +7.2% | -3.7% |
| YTD | +3.1% | +28.4% | -25.2% | -13.6% |
| 1Y | +77.6% | +21.8% | +55.8% | +50.3% |
| 3Y | +392.8% | -35.7% | +428.5% | +476.1% |
| 5Y | +234.1% | -36.8% | +270.9% | +290.1% |
| All | +733.3% | -17.0% | +750.3% | +567.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 10y: compounded portfolio wealth divided by compounded DOW 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…
10y analysis · Full analysis span regression · 6 months rolling