+77.6%
HL vs NDAQ
-2.2%
+79.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.1% |
| 7D | -4.4% | -5.6% | +1.2% | -3.1% |
| 30D | +9.3% | -4.4% | +13.7% | +10.3% |
| 3M | +32.0% | +5.9% | +26.1% | +29.8% |
| 6M | -6.4% | +7.7% | -14.2% | -8.8% |
| YTD | +3.1% | -5.2% | +8.3% | +3.1% |
| 1Y | +77.6% | -3.4% | +80.9% | +75.2% |
| All | +77.6% | -2.2% | +79.7% | +75.2% |
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