+77.6%
HL vs NI
+4.4%
+73.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -4.4% | 0.0% | -4.4% | -4.4% |
| 30D | +9.3% | -1.4% | +10.7% | +9.7% |
| 3M | +32.0% | -10.6% | +42.6% | +38.3% |
| 6M | -6.4% | -9.3% | +2.9% | -3.3% |
| YTD | +3.1% | +1.1% | +2.0% | -2.2% |
| 1Y | +77.6% | +3.4% | +74.2% | +67.2% |
| All | +77.6% | +4.4% | +73.1% | +67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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