+133.9%
HL vs PSX
+101.0%
+32.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.5% |
| 7D | +1.5% | +4.5% | -3.1% | +2.2% |
| 30D | +25.1% | +26.6% | -1.6% | +29.3% |
| 3M | +22.9% | +39.3% | -16.4% | +29.1% |
| 6M | -4.9% | +56.8% | -61.7% | -0.1% |
| YTD | +7.8% | +101.8% | -94.0% | +10.5% |
| 1Y | +133.9% | +99.6% | +34.3% | +142.3% |
| All | +133.9% | +101.0% | +32.8% | +142.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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