+398.8%
HL vs FND
-50.8%
+449.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.5% | -2.5% | -3.5% |
| 7D | -5.6% | -5.1% | -0.5% | -4.1% |
| 30D | +12.7% | -22.5% | +35.3% | +21.6% |
| 3M | +42.5% | -5.0% | +47.5% | +43.5% |
| 6M | -9.0% | -21.5% | +12.5% | -3.4% |
| YTD | +4.4% | -23.0% | +27.4% | +12.1% |
| 1Y | +82.7% | -44.9% | +127.6% | +112.8% |
| All | +398.8% | -50.8% | +449.6% | +452.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling