+645.9%
HL vs SPXU
-100.0%
+745.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -0.4% |
| 7D | +7.1% | -1.5% | +8.5% | +6.5% |
| 30D | +21.4% | +3.7% | +17.7% | +23.6% |
| 3M | +37.4% | -9.6% | +47.0% | +34.3% |
| 6M | +0.4% | -32.4% | +32.8% | -10.3% |
| YTD | +6.7% | -28.7% | +35.4% | -1.7% |
| 1Y | +102.4% | -38.2% | +140.6% | +78.8% |
| 3Y | +417.4% | -80.4% | +497.9% | +230.1% |
| 5Y | +243.3% | -86.0% | +329.4% | +129.8% |
| 10Y | +242.6% | -99.5% | +342.1% | -11.4% |
| All | +645.9% | -100.0% | +745.9% | -72.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling