+254.0%
HL vs NXT
+173.5%
+80.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.9% | -3.1% | -1.6% |
| 7D | -4.4% | -1.9% | -2.4% | -4.0% |
| 30D | +9.3% | -20.0% | +29.3% | +14.7% |
| 3M | +32.0% | -30.7% | +62.7% | +42.4% |
| 6M | -6.4% | -29.0% | +22.5% | 0.0% |
| YTD | +3.1% | -4.8% | +8.0% | +4.7% |
| 1Y | +77.6% | +22.8% | +54.8% | +71.2% |
| 3Y | +392.8% | +93.9% | +298.9% | +319.7% |
| All | +254.0% | +173.5% | +80.5% | +216.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 10y: compounded portfolio wealth divided by compounded NXT 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…
10y analysis · Full analysis span regression · 6 months rolling