+25.0%
HL vs MSCI
+17.3%
+7.8%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +5.4% | +7.8% | +13.1% |
| 7D | +0.2% | +11.5% | -11.3% | +0.6% |
| 30D | -12.1% | +22.1% | -34.2% | -11.5% |
| 3M | -2.8% | +18.4% | -21.3% | -2.3% |
| 6M | -14.9% | +16.6% | -31.6% | -15.0% |
| YTD | -22.0% | +18.8% | -40.9% | -27.5% |
| 1Y | +25.0% | +19.0% | +6.0% | +11.1% |
| All | +25.0% | +17.3% | +7.8% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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