+398.8%
HL vs NXT
+87.2%
+311.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.7% | -3.7% |
| 7D | -5.6% | -2.6% | -3.0% | -5.0% |
| 30D | +12.7% | -22.4% | +35.2% | +19.8% |
| 3M | +42.5% | -27.3% | +69.9% | +53.4% |
| 6M | -9.0% | -28.5% | +19.5% | -2.2% |
| YTD | +4.4% | -6.6% | +11.0% | +6.4% |
| 1Y | +82.7% | +20.4% | +62.3% | +75.4% |
| All | +398.8% | +87.2% | +311.6% | +311.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling