+2.7%
HL vs PCOR
-4.3%
+7.0%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.5% | +3.0% | +4.3% |
| 7D | +13.8% | +22.2% | -8.4% | +10.9% |
| 30D | -9.7% | +36.0% | -45.8% | -12.7% |
| 3M | -8.5% | +34.0% | -42.5% | -11.2% |
| 6M | -17.2% | +43.5% | -60.7% | -19.7% |
| YTD | -19.6% | +5.1% | -24.8% | -4.8% |
| All | +2.7% | -4.3% | +7.0% | +35.0% |
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