+25.0%
HL vs PCOR
+4.0%
+21.0%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +19.7% | -6.5% | +9.8% |
| 7D | +0.2% | +21.8% | -21.6% | -3.0% |
| 30D | -12.1% | +39.5% | -51.6% | -16.1% |
| 3M | -2.8% | +35.2% | -38.1% | -6.8% |
| 6M | -14.9% | +21.7% | -36.7% | -16.4% |
| YTD | -22.0% | +3.9% | -26.0% | -7.7% |
| 1Y | +25.0% | +6.9% | +18.1% | +43.3% |
| All | +25.0% | +4.0% | +21.0% | +43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 1y: compounded portfolio wealth divided by compounded PCOR 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…
1y analysis · Full analysis span regression · 6 months rolling