+82.7%
HL vs VRTX
+29.9%
+52.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.7% | -3.1% |
| 7D | -5.6% | -7.8% | +2.2% | -0.3% |
| 30D | +12.7% | -2.8% | +15.6% | +15.2% |
| 3M | +42.5% | +18.1% | +24.4% | +28.6% |
| 6M | -9.0% | +3.1% | -12.1% | -10.2% |
| YTD | +4.4% | +13.5% | -9.1% | -2.1% |
| 1Y | +82.7% | +32.4% | +50.2% | +59.0% |
| All | +82.7% | +29.9% | +52.8% | +59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 VRTX 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