+179.9%
INTC vs HL
+418.2%
-238.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.9% | -0.2% | +1.3% |
| 7D | +18.0% | +0.4% | +17.6% | +17.8% |
| 30D | +8.9% | +18.8% | -9.9% | +4.3% |
| 3M | -1.6% | +43.7% | -45.3% | -9.7% |
| 6M | +133.1% | -1.0% | +134.1% | +128.8% |
| YTD | +187.9% | +8.7% | +179.2% | +173.8% |
| 1Y | +334.7% | +105.0% | +229.7% | +262.9% |
| All | +179.9% | +418.2% | -238.3% | +86.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling