+249.6%
HL vs O
+39.0%
+210.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.1% | -1.5% |
| 7D | -11.1% | -0.4% | -10.8% | -10.9% |
| 30D | -12.1% | +7.1% | -19.2% | -15.3% |
| 3M | -26.1% | -5.2% | -20.9% | -23.8% |
| 6M | -37.7% | -1.8% | -36.0% | -37.7% |
| YTD | -31.7% | +9.1% | -40.8% | -36.3% |
| 1Y | -11.6% | +9.7% | -21.3% | -17.8% |
| 3Y | +249.6% | +39.1% | +210.5% | +121.5% |
| All | +249.6% | +39.0% | +210.6% | +121.5% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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