+133.9%
HL vs SPXU
-40.4%
+174.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.3% | -3.8% | -1.4% |
| 7D | +1.5% | -0.1% | +1.6% | +1.6% |
| 30D | +25.1% | +0.8% | +24.2% | +26.5% |
| 3M | +22.9% | -4.7% | +27.6% | +22.7% |
| 6M | -4.9% | -29.6% | +24.7% | -20.4% |
| YTD | +7.8% | -29.9% | +37.7% | -8.7% |
| 1Y | +133.9% | -39.1% | +173.0% | +81.7% |
| All | +133.9% | -40.4% | +174.3% | +81.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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