+419.5%
HL vs SPOT
+235.3%
+184.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.1% | +3.0% | +2.1% |
| 7D | +0.4% | -6.5% | +6.9% | +1.8% |
| 30D | +18.8% | +2.2% | +16.6% | +18.2% |
| 3M | +43.7% | +5.4% | +38.3% | +41.7% |
| 6M | -1.0% | -4.0% | +3.0% | -0.8% |
| YTD | +8.7% | -9.9% | +18.7% | +9.9% |
| 1Y | +105.0% | -27.3% | +132.3% | +117.6% |
| All | +419.5% | +235.3% | +184.2% | +356.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling