+398.8%
HL vs EQT
+34.2%
+364.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.6% | -4.6% | -4.2% |
| 7D | -5.6% | -1.2% | -4.4% | -5.3% |
| 30D | +12.7% | +1.1% | +11.7% | +12.3% |
| 3M | +42.5% | +4.8% | +37.7% | +40.0% |
| 6M | -9.0% | -10.6% | +1.6% | -6.3% |
| YTD | +4.4% | +3.4% | +1.0% | +2.3% |
| 1Y | +82.7% | +8.7% | +74.0% | +76.1% |
| All | +398.8% | +34.2% | +364.6% | +323.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling