+54.0%
HL vs SU
+61,690.9%
-61,636.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.9% | -4.0% |
| 7D | -5.6% | +1.7% | -7.3% | -5.6% |
| 30D | +12.7% | +9.6% | +3.1% | +12.7% |
| 3M | +42.5% | +11.7% | +30.8% | +42.5% |
| 6M | -9.0% | +21.9% | -30.9% | -9.1% |
| YTD | +4.4% | +58.6% | -54.3% | +4.2% |
| 1Y | +82.7% | +66.5% | +16.1% | +82.3% |
| 3Y | +406.3% | +121.4% | +284.9% | +404.9% |
| 5Y | +238.2% | +355.7% | -117.6% | +236.5% |
| 10Y | +268.9% | +264.2% | +4.7% | +267.2% |
| All | +54.0% | +61,690.9% | -61,636.9% | +43.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling