+395.9%
HL vs NDAQ
+2,327.9%
-1,932.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.9% | -0.6% | -1.8% |
| 7D | +1.5% | -2.4% | +3.9% | +2.4% |
| 30D | +25.1% | +2.5% | +22.6% | +23.8% |
| 3M | +22.9% | +9.9% | +13.0% | +18.2% |
| 6M | -4.9% | +9.4% | -14.3% | -8.8% |
| YTD | +7.8% | +0.4% | +7.4% | +6.3% |
| 1Y | +133.9% | +4.0% | +129.9% | +127.6% |
| 3Y | +380.9% | +94.4% | +286.5% | +269.4% |
| 5Y | +230.2% | +56.7% | +173.5% | +171.9% |
| 10Y | +265.6% | +375.3% | -109.7% | +99.2% |
| All | +395.9% | +2,327.9% | -1,932.0% | +87.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling