+762.0%
HL vs DOW
-15.4%
+777.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.3% |
| 7D | +7.1% | -2.9% | +10.0% | +8.5% |
| 30D | +21.4% | +2.0% | +19.5% | +20.4% |
| 3M | +37.4% | -12.5% | +50.0% | +44.3% |
| 6M | +0.4% | -9.2% | +9.6% | +0.9% |
| YTD | +6.7% | +30.8% | -24.1% | -11.3% |
| 1Y | +102.4% | +29.4% | +73.0% | +66.0% |
| 3Y | +417.4% | -34.6% | +452.0% | +500.4% |
| 5Y | +243.3% | -35.9% | +279.3% | +298.6% |
| All | +762.0% | -15.4% | +777.4% | +584.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling