+77.6%
HL vs FND
-45.3%
+122.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -1.6% |
| 7D | -4.4% | -5.8% | +1.4% | -2.3% |
| 30D | +9.3% | -20.2% | +29.5% | +18.3% |
| 3M | +32.0% | -12.0% | +43.9% | +37.1% |
| 6M | -6.4% | -18.5% | +12.1% | +0.6% |
| YTD | +3.1% | -22.3% | +25.4% | +16.6% |
| 1Y | +77.6% | -47.6% | +125.2% | +109.8% |
| All | +77.6% | -45.3% | +122.9% | +109.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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