+25.0%
HL vs UUUU
-55.1%
+80.1%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | -0.8% | +14.0% | +13.5% |
| 7D | +0.2% | -14.4% | +14.6% | +7.3% |
| 30D | -12.1% | -33.6% | +21.5% | +4.8% |
| 3M | -2.8% | -44.2% | +41.3% | +23.9% |
| 6M | -14.9% | -66.8% | +51.9% | +31.6% |
| YTD | -22.0% | -50.6% | +28.6% | +10.8% |
| 1Y | +25.0% | -57.8% | +82.8% | +86.6% |
| All | +25.0% | -55.1% | +80.1% | +86.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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