+82.7%
HL vs RRC
+24.3%
+58.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.3% | -4.3% | -4.0% |
| 7D | -5.6% | -1.2% | -4.5% | -5.6% |
| 30D | +12.7% | +3.0% | +9.8% | +12.6% |
| 3M | +42.5% | +7.3% | +35.2% | +41.6% |
| 6M | -9.0% | +3.6% | -12.6% | -10.4% |
| YTD | +4.4% | +19.4% | -15.0% | -1.0% |
| 1Y | +82.7% | +21.4% | +61.2% | +78.7% |
| All | +82.7% | +24.3% | +58.4% | +78.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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