+102.4%
HL vs RACE
-15.2%
+117.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.8% |
| 7D | +7.1% | -1.0% | +8.1% | +7.4% |
| 30D | +21.4% | -1.5% | +23.0% | +22.1% |
| 3M | +37.4% | +15.5% | +22.0% | +33.6% |
| 6M | +0.4% | +17.3% | -16.9% | -3.0% |
| YTD | +6.7% | +11.1% | -4.4% | +3.5% |
| 1Y | +102.4% | -14.3% | +116.6% | +99.1% |
| All | +102.4% | -15.2% | +117.5% | +99.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling