+77.6%
HL vs BBY
+24.8%
+52.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.1% | -4.3% | -1.6% |
| 7D | -4.4% | +0.6% | -4.9% | -4.4% |
| 30D | +9.3% | +9.4% | -0.1% | +7.9% |
| 3M | +32.0% | +19.3% | +12.6% | +29.0% |
| 6M | -6.4% | +47.9% | -54.4% | -10.1% |
| YTD | +3.1% | +39.6% | -36.4% | +0.6% |
| 1Y | +77.6% | +22.2% | +55.4% | +77.5% |
| All | +77.6% | +24.8% | +52.8% | +77.5% |
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