+133.9%
HL vs SU
+70.8%
+63.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.2% | -2.6% |
| 7D | +1.5% | +2.9% | -1.4% | +1.5% |
| 30D | +25.1% | +7.2% | +17.9% | +25.0% |
| 3M | +22.9% | +2.8% | +20.1% | +23.7% |
| 6M | -4.9% | +18.2% | -23.1% | -11.2% |
| YTD | +7.8% | +54.0% | -46.1% | -6.5% |
| 1Y | +133.9% | +70.1% | +63.8% | +94.9% |
| All | +133.9% | +70.8% | +63.1% | +94.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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