+261.2%
HL vs NDAQ
+370.8%
-109.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.3% | -1.6% | -2.9% |
| 7D | -5.6% | -6.8% | +1.2% | -2.6% |
| 30D | +12.7% | -3.2% | +15.9% | +14.2% |
| 3M | +42.5% | +6.5% | +36.0% | +37.6% |
| 6M | -9.0% | +5.7% | -14.7% | -12.3% |
| YTD | +4.4% | -4.6% | +9.0% | +5.0% |
| 1Y | +82.7% | -1.6% | +84.2% | +80.8% |
| 3Y | +406.3% | +86.4% | +319.8% | +264.9% |
| 5Y | +238.2% | +50.3% | +187.8% | +165.1% |
| All | +261.2% | +370.8% | -109.6% | +120.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling