+78.5%
HL vs O
+5,387.7%
-5,309.2%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.7% | -2.1% |
| 7D | +1.5% | -0.7% | +2.2% | +1.9% |
| 30D | +25.1% | -1.9% | +26.9% | +26.2% |
| 3M | +22.9% | +3.8% | +19.1% | +20.0% |
| 6M | -4.9% | -4.7% | -0.2% | -3.2% |
| YTD | +7.8% | +12.5% | -4.6% | +1.3% |
| 1Y | +133.9% | +10.8% | +123.1% | +121.3% |
| 3Y | +380.9% | +28.8% | +352.1% | +322.3% |
| 5Y | +230.2% | +13.2% | +217.0% | +208.6% |
| 10Y | +265.6% | +53.5% | +212.1% | +180.3% |
| All | +78.5% | +5,387.7% | -5,309.2% | -35.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling