+238.2%
HL vs WU
-51.6%
+289.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.3% | -3.8% |
| 7D | -5.6% | -5.0% | -0.6% | -4.2% |
| 30D | +12.7% | -2.3% | +15.0% | +13.4% |
| 3M | +42.5% | -3.2% | +45.7% | +42.1% |
| 6M | -9.0% | -25.0% | +16.0% | -2.1% |
| YTD | +4.4% | -21.7% | +26.0% | +10.2% |
| 1Y | +82.7% | -9.0% | +91.6% | +82.4% |
| 3Y | +406.3% | -28.9% | +435.2% | +440.9% |
| 5Y | +238.2% | -51.0% | +289.2% | +312.1% |
| All | +238.2% | -51.6% | +289.7% | +312.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 5y: compounded portfolio wealth divided by compounded WU 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…
5y analysis · Full analysis span regression · 6 months rolling