+59.1%
HL vs EAT
+11,644.8%
-11,585.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.6% | -3.1% | -2.6% |
| 7D | +1.5% | 0.0% | +1.5% | +1.4% |
| 30D | +25.1% | +1.9% | +23.2% | +24.3% |
| 3M | +22.9% | +68.7% | -45.8% | +11.5% |
| 6M | -4.9% | +66.9% | -71.8% | -14.2% |
| YTD | +7.8% | +60.4% | -52.6% | -2.0% |
| 1Y | +133.9% | +44.0% | +89.9% | +115.3% |
| 3Y | +380.9% | +604.7% | -223.8% | +226.8% |
| 5Y | +230.2% | +347.0% | -116.8% | +133.6% |
| 10Y | +265.6% | +390.8% | -125.2% | +126.9% |
| All | +59.1% | +11,644.8% | -11,585.7% | -26.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling