+79.7%
HL vs EAT
+39.2%
+40.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.9% |
| 7D | -5.6% | -6.2% | +0.6% | -5.0% |
| 30D | +12.7% | -3.0% | +15.8% | +12.8% |
| 3M | +42.5% | +45.6% | -3.1% | +33.7% |
| 6M | -9.0% | +53.5% | -62.6% | -15.0% |
| YTD | +4.4% | +49.6% | -45.2% | 0.0% |
| All | +79.7% | +39.2% | +40.5% | +50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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