+77.6%
HL vs DOW
+28.8%
+48.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.9% | -1.1% |
| 7D | -4.4% | -1.4% | -3.0% | -4.3% |
| 30D | +9.3% | -3.9% | +13.2% | +9.6% |
| 3M | +32.0% | -12.7% | +44.7% | +33.3% |
| 6M | -6.4% | -13.7% | +7.2% | -6.5% |
| YTD | +3.1% | +28.4% | -25.2% | -1.3% |
| 1Y | +77.6% | +21.8% | +55.8% | +63.3% |
| All | +77.6% | +28.8% | +48.8% | +63.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling