+54.0%
HL vs EQT
+2,995.6%
-2,941.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.6% | -4.6% | -4.2% |
| 7D | -5.6% | -1.2% | -4.4% | -5.2% |
| 30D | +12.7% | +1.1% | +11.7% | +12.2% |
| 3M | +42.5% | +4.8% | +37.7% | +39.4% |
| 6M | -9.0% | -10.6% | +1.6% | -6.1% |
| YTD | +4.4% | +3.4% | +1.0% | +2.0% |
| 1Y | +82.7% | +8.7% | +74.0% | +74.6% |
| 3Y | +406.3% | +35.0% | +371.3% | +332.0% |
| 5Y | +238.2% | +204.2% | +33.9% | +101.2% |
| 10Y | +268.9% | +52.5% | +216.4% | +133.3% |
| All | +54.0% | +2,995.6% | -2,941.5% | -39.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling