-23.0%
HLMN price history and return analytics
+99.5%
-122.5%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.1% |
| 7D | +3.1% | +1.0% | +2.1% | +2.0% |
| 30D | -18.1% | -0.2% | -17.9% | -17.8% |
| 3M | +2.3% | +4.5% | -2.2% | -2.6% |
| 6M | -7.2% | +14.1% | -21.3% | -20.2% |
| YTD | -12.8% | +14.8% | -27.6% | -25.5% |
| 1Y | -24.4% | +21.2% | -45.6% | -39.4% |
| 3Y | -12.5% | +76.6% | -89.1% | -53.0% |
| 5Y | -37.0% | +66.6% | -103.6% | -65.6% |
| All | -23.0% | +99.5% | -122.5% | -59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling