-5.3%
HLX price history and return analytics
+73.5%
-78.8%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.8% | +3.7% | +3.9% |
| 7D | +6.0% | -1.0% | +7.0% | +7.4% |
| 30D | +10.6% | +2.9% | +7.7% | +6.7% |
| 3M | +10.9% | +0.8% | +10.1% | +9.4% |
| 6M | +15.3% | +8.4% | +6.9% | +2.8% |
| YTD | +69.1% | +13.6% | +55.4% | +40.6% |
| 1Y | +60.8% | +21.2% | +39.7% | +21.3% |
| All | -5.3% | +73.5% | -78.8% | -56.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling