+57.4%
INTC vs HL
+22.6%
+34.8%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +13.2% | -16.9% | -7.9% |
| 7D | -39.0% | +0.2% | -39.2% | -38.8% |
| 30D | -49.8% | -12.1% | -37.7% | -47.8% |
| 3M | -42.2% | -2.8% | -39.4% | -42.5% |
| 6M | -39.2% | -14.9% | -24.2% | -37.4% |
| YTD | +57.9% | -22.0% | +80.0% | +61.2% |
| 1Y | +57.4% | +25.0% | +32.3% | +37.5% |
| All | +57.4% | +22.6% | +34.8% | +37.5% |
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