+25.0%
HL vs NDAQ
+28.8%
-3.8%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +2.6% | +10.6% | +12.5% |
| 7D | +0.2% | +3.9% | -3.7% | -0.6% |
| 30D | -12.1% | +19.0% | -31.1% | -15.7% |
| 3M | -2.8% | +17.6% | -20.4% | -6.7% |
| 6M | -14.9% | +21.0% | -35.9% | -19.2% |
| YTD | -22.0% | +14.1% | -36.1% | -26.5% |
| 1Y | +25.0% | +29.4% | -4.4% | -7.5% |
| All | +25.0% | +28.8% | -3.8% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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