+77.6%
HL vs GWW
+29.1%
+48.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.4% |
| 7D | -4.4% | -3.4% | -1.0% | -3.2% |
| 30D | +9.3% | -1.9% | +11.2% | +9.8% |
| 3M | +32.0% | -2.4% | +34.4% | +31.0% |
| 6M | -6.4% | +15.7% | -22.2% | -19.6% |
| YTD | +3.1% | +27.6% | -24.5% | -14.0% |
| 1Y | +77.6% | +27.2% | +50.4% | +55.3% |
| All | +77.6% | +29.1% | +48.5% | +55.3% |
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