+308.3%
HL vs FND
+57.3%
+251.0%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.7% | +2.6% | +2.1% |
| 7D | +0.4% | -0.8% | +1.2% | +0.6% |
| 30D | +18.8% | -19.6% | +38.4% | +26.1% |
| 3M | +43.7% | -4.3% | +48.1% | +44.4% |
| 6M | -1.0% | -20.4% | +19.4% | +4.1% |
| YTD | +8.7% | -21.9% | +30.6% | +15.1% |
| 1Y | +105.0% | -45.2% | +150.2% | +137.5% |
| 3Y | +427.3% | -49.2% | +476.5% | +503.0% |
| 5Y | +249.3% | -61.8% | +311.1% | +308.8% |
| All | +308.3% | +57.3% | +251.0% | +273.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling