+25.0%
HL vs SPXS
-30.2%
+55.2%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | -4.9% | +18.1% | +8.7% |
| 7D | +0.2% | +2.2% | -2.0% | +2.9% |
| 30D | -12.1% | +3.8% | -15.9% | -7.8% |
| 3M | -2.8% | +3.3% | -6.2% | +2.6% |
| 6M | -14.9% | -16.7% | +1.8% | -20.9% |
| YTD | -22.0% | -28.5% | +6.5% | -31.7% |
| 1Y | +25.0% | -30.4% | +55.5% | +9.6% |
| All | +25.0% | -30.2% | +55.2% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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