+284.2%
HL vs MSCI
+615.8%
-331.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.3% | +1.7% |
| 7D | +0.4% | -1.1% | +1.5% | +0.8% |
| 30D | +18.8% | -1.2% | +20.0% | +19.1% |
| 3M | +43.7% | -8.4% | +52.1% | +46.7% |
| 6M | -1.0% | -1.0% | 0.0% | -2.3% |
| YTD | +8.7% | -2.3% | +11.0% | +7.2% |
| 1Y | +105.0% | -1.2% | +106.2% | +100.6% |
| 3Y | +427.3% | +7.9% | +419.4% | +384.7% |
| 5Y | +249.3% | -10.1% | +259.3% | +231.3% |
| 10Y | +284.2% | +631.0% | -346.8% | +87.8% |
| All | +284.2% | +615.8% | -331.6% | +87.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling