+43.4%
XLK vs HL
+134.7%
-91.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.5% | +3.2% | +1.1% |
| 7D | +0.9% | +1.5% | -0.6% | +0.6% |
| 30D | +0.7% | +25.1% | -24.3% | -3.0% |
| 3M | -2.9% | +22.9% | -25.8% | -6.8% |
| 6M | +34.3% | -4.9% | +39.2% | +31.6% |
| YTD | +30.4% | +7.8% | +22.6% | +25.0% |
| 1Y | +43.4% | +133.9% | -90.5% | +26.4% |
| All | +43.4% | +134.7% | -91.3% | +26.4% |
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