+284.2%
HL vs RACE
+783.2%
-499.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +2.3% |
| 7D | +0.4% | -2.6% | +3.0% | +1.7% |
| 30D | +18.8% | -1.1% | +19.9% | +19.6% |
| 3M | +43.7% | +12.5% | +31.2% | +36.3% |
| 6M | -1.0% | +17.4% | -18.5% | -8.1% |
| YTD | +8.7% | +10.1% | -1.4% | +2.9% |
| 1Y | +105.0% | -15.1% | +120.1% | +116.5% |
| 3Y | +427.3% | +38.9% | +388.4% | +309.2% |
| 5Y | +249.3% | +90.7% | +158.6% | +123.4% |
| 10Y | +284.2% | +801.8% | -517.7% | +16.2% |
| All | +284.2% | +783.2% | -499.0% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling