+77.6%
HL vs MKTX
-10.6%
+88.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | -4.4% | -0.2% | -4.1% | -4.3% |
| 30D | +9.3% | +0.7% | +8.6% | +9.2% |
| 3M | +32.0% | +40.8% | -8.8% | +26.1% |
| 6M | -6.4% | -8.0% | +1.6% | -2.2% |
| YTD | +3.1% | -8.7% | +11.9% | +9.3% |
| 1Y | +77.6% | -11.8% | +89.4% | +80.1% |
| All | +77.6% | -10.6% | +88.1% | +80.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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