+249.3%
HL vs BBWI
-68.8%
+318.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -6.3% | +8.2% | +3.0% |
| 7D | +0.4% | -4.4% | +4.8% | +1.1% |
| 30D | +18.8% | -7.4% | +26.2% | +19.8% |
| 3M | +43.7% | -2.2% | +45.9% | +42.8% |
| 6M | -1.0% | -16.3% | +15.3% | +0.6% |
| YTD | +8.7% | -9.1% | +17.9% | +8.2% |
| 1Y | +105.0% | -34.5% | +139.5% | +114.9% |
| 3Y | +427.3% | -47.0% | +474.2% | +461.1% |
| 5Y | +249.3% | -68.8% | +318.1% | +290.7% |
| All | +249.3% | -68.8% | +318.1% | +290.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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