+25.0%
HL vs BBY
+33.0%
-8.0%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +8.0% | +5.2% | +12.1% |
| 7D | +0.2% | +4.5% | -4.3% | -0.5% |
| 30D | -12.1% | +16.0% | -28.1% | -13.4% |
| 3M | -2.8% | +18.6% | -21.5% | -4.5% |
| 6M | -14.9% | +80.1% | -95.0% | -15.6% |
| YTD | -22.0% | +57.4% | -79.5% | -21.5% |
| 1Y | +25.0% | +34.5% | -9.5% | +31.3% |
| All | +25.0% | +33.0% | -8.0% | +31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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