+238.2%
HL vs BB
-29.9%
+268.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.7% | -1.3% | -3.2% |
| 7D | -5.6% | -2.1% | -3.5% | -5.1% |
| 30D | +12.7% | -16.0% | +28.8% | +18.0% |
| 3M | +42.5% | -14.5% | +57.0% | +46.5% |
| 6M | -9.0% | +118.6% | -127.6% | -30.3% |
| YTD | +4.4% | +98.9% | -94.6% | -17.6% |
| 1Y | +82.7% | +99.5% | -16.8% | +42.6% |
| 3Y | +406.3% | +65.4% | +340.9% | +285.7% |
| 5Y | +238.2% | -27.6% | +265.8% | +206.1% |
| All | +238.2% | -29.9% | +268.0% | +206.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 5y: compounded portfolio wealth divided by compounded BB 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…
5y analysis · Full analysis span regression · 6 months rolling