+102.3%
INTC vs HL
+232.7%
-130.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.0% | -1.6% | -4.7% |
| 7D | +9.4% | -5.6% | +15.0% | +10.8% |
| 30D | +2.7% | +12.7% | -10.1% | -0.4% |
| 3M | -6.3% | +42.5% | -48.8% | -13.6% |
| 6M | +114.5% | -9.0% | +123.5% | +115.2% |
| YTD | +171.9% | +4.4% | +167.5% | +161.8% |
| 1Y | +305.0% | +82.7% | +222.3% | +245.4% |
| 3Y | +168.3% | +406.3% | -237.9% | +76.0% |
| 5Y | +102.3% | +238.2% | -135.9% | +35.4% |
| All | +102.3% | +232.7% | -130.4% | +35.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling