+60.4%
HL vs NI
+5,127.8%
-5,067.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.5% | +2.1% |
| 7D | +0.4% | +1.3% | -0.9% | -0.1% |
| 30D | +18.8% | -0.3% | +19.1% | +18.9% |
| 3M | +43.7% | -9.5% | +53.2% | +49.4% |
| 6M | -1.0% | -10.2% | +9.2% | +3.0% |
| YTD | +8.7% | +1.8% | +6.9% | +7.3% |
| 1Y | +105.0% | +5.7% | +99.3% | +99.2% |
| 3Y | +427.3% | +69.6% | +357.7% | +319.9% |
| 5Y | +249.3% | +95.8% | +153.5% | +162.9% |
| 10Y | +284.2% | +145.1% | +139.1% | +156.2% |
| All | +60.4% | +5,127.8% | -5,067.4% | -32.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling