+318.3%
INTC vs HL
+82.6%
+235.6%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.2% | +3.8% | +2.9% |
| 7D | +7.5% | -4.4% | +11.8% | +8.7% |
| 30D | +2.0% | +9.3% | -7.3% | -0.8% |
| 3M | -12.0% | +32.0% | -44.0% | -18.8% |
| 6M | +114.5% | -6.4% | +121.0% | +109.8% |
| YTD | +179.0% | +3.1% | +175.8% | +168.1% |
| 1Y | +318.3% | +77.6% | +240.7% | +307.9% |
| All | +318.3% | +82.6% | +235.6% | +307.9% |
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