+256.9%
HL vs EQT
+50.4%
+206.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -0.9% |
| 7D | -4.4% | -2.0% | -2.4% | -3.9% |
| 30D | +9.3% | 0.0% | +9.3% | +9.3% |
| 3M | +32.0% | +5.9% | +26.0% | +30.0% |
| 6M | -6.4% | -14.8% | +8.3% | -3.6% |
| YTD | +3.1% | +1.8% | +1.4% | +2.2% |
| 1Y | +77.6% | +7.4% | +70.2% | +73.7% |
| 3Y | +392.8% | +33.6% | +359.2% | +352.2% |
| 5Y | +234.1% | +199.3% | +34.8% | +162.5% |
| All | +256.9% | +50.4% | +206.5% | +239.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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