+289.3%
INTC vs HL
+134.7%
+154.6%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.5% | +7.0% | +5.1% |
| 7D | +7.1% | +1.5% | +5.6% | +6.5% |
| 30D | -5.2% | +25.1% | -30.3% | -11.0% |
| 3M | -14.3% | +22.9% | -37.2% | -19.6% |
| 6M | +110.2% | -4.9% | +115.1% | +103.9% |
| YTD | +159.6% | +7.8% | +151.8% | +147.6% |
| 1Y | +289.3% | +133.9% | +155.4% | +315.4% |
| All | +289.3% | +134.7% | +154.6% | +315.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 HL 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