+135.5%
HL vs RACE
+740.2%
-604.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.8% | -6.5% | -6.9% |
| 7D | +8.2% | +0.2% | +7.9% | +8.3% |
| 30D | -16.3% | +6.6% | -22.9% | -18.6% |
| 3M | -18.6% | +2.2% | -20.8% | -19.2% |
| 6M | -23.2% | +22.4% | -45.6% | -30.0% |
| YTD | -25.5% | +13.8% | -39.3% | -30.5% |
| 1Y | -4.8% | +2.2% | -7.0% | -6.6% |
| 3Y | +281.4% | +25.6% | +255.8% | +214.4% |
| 5Y | +137.8% | +71.0% | +66.9% | +61.6% |
| 10Y | +135.5% | +739.1% | -603.6% | -24.3% |
| All | +135.5% | +740.2% | -604.7% | -24.3% |
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