+90.2%
HL vs MMM
+9.3%
+80.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.9% | +3.8% | +2.9% |
| 7D | +0.4% | -2.6% | +3.0% | +1.7% |
| 30D | +18.8% | -9.3% | +28.1% | +25.0% |
| 3M | +43.7% | +5.6% | +38.1% | +39.2% |
| 6M | -1.0% | +9.5% | -10.5% | -6.3% |
| YTD | +8.7% | +4.1% | +4.6% | +3.9% |
| All | +90.2% | +9.3% | +80.9% | +94.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 MMM 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