+102.4%
HL vs WM
+0.6%
+101.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -1.4% |
| 7D | +7.1% | -0.9% | +8.0% | +6.5% |
| 30D | +21.4% | -4.3% | +25.8% | +18.3% |
| 3M | +37.4% | +0.8% | +36.7% | +37.6% |
| 6M | +0.4% | -10.8% | +11.2% | +1.5% |
| YTD | +6.7% | -0.1% | +6.7% | +6.9% |
| 1Y | +102.4% | +1.0% | +101.3% | +102.3% |
| All | +102.4% | +0.6% | +101.8% | +102.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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