+292.9%
HL vs GRAB
-74.3%
+367.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.5% |
| 7D | -4.4% | -10.8% | +6.5% | -2.3% |
| 30D | +9.3% | -15.5% | +24.8% | +12.9% |
| 3M | +32.0% | -9.0% | +40.9% | +34.0% |
| 6M | -6.4% | -21.6% | +15.2% | -2.1% |
| YTD | +3.1% | -38.9% | +42.0% | +12.9% |
| 1Y | +77.6% | -44.8% | +122.4% | +97.8% |
| 3Y | +392.8% | -18.4% | +411.3% | +404.4% |
| 5Y | +234.1% | -71.6% | +305.7% | +269.8% |
| All | +292.9% | -74.3% | +367.2% | +366.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GRAB.
Daily Out/Under-Performance
Portfolio return minus GRAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRAB 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 10y: compounded portfolio wealth divided by compounded GRAB 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…
10y analysis · Full analysis span regression · 6 months rolling