+360.5%
BE vs HL
+134.7%
+225.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.5% | +9.9% | +8.5% |
| 7D | +20.0% | +1.5% | +18.5% | +18.9% |
| 30D | +7.9% | +25.1% | -17.1% | -3.9% |
| 3M | -13.2% | +22.9% | -36.1% | -22.2% |
| 6M | +53.5% | -4.9% | +58.4% | +50.6% |
| YTD | +191.0% | +7.8% | +183.2% | +164.1% |
| 1Y | +360.5% | +133.9% | +226.6% | +272.3% |
| All | +360.5% | +134.7% | +225.8% | +272.3% |
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