+60.6%
HLX vs SPY
+19.5%
+41.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.7% | +3.6% | +3.4% |
| 7D | +6.0% | -0.5% | +6.5% | +6.4% |
| 30D | +10.6% | +2.5% | +8.2% | +8.9% |
| 3M | +10.9% | +0.7% | +10.2% | +10.7% |
| 6M | +15.3% | +11.6% | +3.7% | +7.9% |
| YTD | +69.1% | +12.3% | +56.8% | +56.5% |
| All | +60.6% | +19.5% | +41.1% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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