+309.8%
BE vs HL
+82.6%
+227.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -1.2% | +7.9% | +7.2% |
| 7D | +9.0% | -4.4% | +13.4% | +11.2% |
| 30D | +16.3% | +9.3% | +7.0% | +10.3% |
| 3M | +10.8% | +32.0% | -21.2% | -4.1% |
| 6M | +73.2% | -6.4% | +79.6% | +71.4% |
| YTD | +217.4% | +3.1% | +214.2% | +191.1% |
| 1Y | +309.8% | +77.6% | +232.2% | +217.6% |
| All | +309.8% | +82.6% | +227.2% | +217.6% |
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