+256.9%
HL vs BEN
+56.6%
+200.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -4.4% | -3.1% | -1.2% | -2.9% |
| 30D | +9.3% | +0.2% | +9.1% | +9.2% |
| 3M | +32.0% | +6.8% | +25.1% | +27.9% |
| 6M | -6.4% | +38.1% | -44.5% | -19.4% |
| YTD | +3.1% | +44.3% | -41.2% | -13.3% |
| 1Y | +77.6% | +42.6% | +35.0% | +49.7% |
| 3Y | +392.8% | +52.3% | +340.5% | +292.4% |
| 5Y | +234.1% | +37.6% | +196.5% | +170.6% |
| All | +256.9% | +56.6% | +200.3% | +150.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling