+133.9%
HL vs GNRC
+6.8%
+127.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.4% | -4.9% | -3.3% |
| 7D | +1.5% | +1.9% | -0.5% | +0.8% |
| 30D | +25.1% | -13.8% | +38.9% | +31.6% |
| 3M | +22.9% | -32.6% | +55.5% | +39.6% |
| 6M | -4.9% | -15.2% | +10.3% | -1.0% |
| YTD | +7.8% | +37.4% | -29.6% | -6.1% |
| 1Y | +133.9% | +5.1% | +128.7% | +124.5% |
| All | +133.9% | +6.8% | +127.1% | +124.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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