+25.0%
HL vs SPOT
+0.4%
+24.6%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +4.6% | +8.6% | +13.0% |
| 7D | +0.2% | +16.6% | -16.4% | -0.2% |
| 30D | -12.1% | +29.9% | -42.0% | -13.2% |
| 3M | -2.8% | +31.3% | -34.1% | -4.4% |
| 6M | -14.9% | +43.2% | -58.1% | -17.4% |
| YTD | -22.0% | +8.1% | -30.1% | -23.8% |
| 1Y | +25.0% | -0.3% | +25.3% | +32.3% |
| All | +25.0% | +0.4% | +24.6% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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