+25.0%
HL vs GWW
+55.5%
-30.5%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +6.5% | +6.6% | +10.3% |
| 7D | +0.2% | +11.1% | -10.9% | -3.6% |
| 30D | -12.1% | +15.7% | -27.9% | -16.8% |
| 3M | -2.8% | +14.8% | -17.6% | -8.0% |
| 6M | -14.9% | +30.9% | -45.8% | -29.9% |
| YTD | -22.0% | +48.5% | -70.5% | -40.6% |
| 1Y | +25.0% | +57.1% | -32.1% | -3.7% |
| All | +25.0% | +55.5% | -30.5% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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