+795.1%
BKNG vs HL
+723.0%
+72.1%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.0% | +4.5% | +0.8% |
| 7D | -10.7% | -5.6% | -5.0% | -10.3% |
| 30D | -18.1% | +12.7% | -30.9% | -18.9% |
| 3M | +8.5% | +42.5% | -34.0% | +5.5% |
| 6M | -0.1% | -9.0% | +8.9% | -0.2% |
| YTD | -18.2% | +4.4% | -22.6% | -19.7% |
| 1Y | -19.9% | +82.7% | -102.5% | -24.8% |
| 3Y | +41.6% | +406.3% | -364.7% | +20.7% |
| 5Y | +93.1% | +238.2% | -145.0% | +66.6% |
| 10Y | +214.8% | +268.9% | -54.1% | +153.9% |
| All | +795.1% | +723.0% | +72.1% | +718.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling