+112.8%
HL vs NDAQ
+66.7%
+46.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.8% |
| 7D | -11.1% | +1.3% | -12.4% | -11.6% |
| 30D | -12.1% | +18.0% | -30.0% | -18.6% |
| 3M | -26.1% | +11.5% | -37.6% | -29.9% |
| 6M | -37.7% | +21.1% | -58.8% | -43.5% |
| YTD | -31.7% | +12.8% | -44.5% | -36.4% |
| 1Y | -11.6% | +25.7% | -37.3% | -22.2% |
| 3Y | +249.6% | +116.8% | +132.8% | +123.3% |
| All | +112.8% | +66.7% | +46.1% | +53.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling