+54.0%
HL vs BBY
+73,762.8%
-73,708.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.0% | -4.0% |
| 7D | -5.6% | +0.7% | -6.3% | -5.7% |
| 30D | +12.7% | +5.8% | +7.0% | +11.9% |
| 3M | +42.5% | +18.0% | +24.5% | +39.7% |
| 6M | -9.0% | +39.8% | -48.9% | -12.8% |
| YTD | +4.4% | +35.4% | -31.0% | +0.1% |
| 1Y | +82.7% | +21.4% | +61.3% | +77.4% |
| 3Y | +406.3% | +39.5% | +366.8% | +378.3% |
| 5Y | +238.2% | -0.5% | +238.6% | +228.8% |
| 10Y | +268.9% | +240.0% | +28.8% | +218.2% |
| All | +54.0% | +73,762.8% | -73,708.8% | +19.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling