+238.2%
HL vs BEN
+36.2%
+201.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.6% | -3.3% |
| 7D | -5.6% | +0.3% | -5.9% | -5.8% |
| 30D | +12.7% | +0.9% | +11.8% | +12.2% |
| 3M | +42.5% | +9.2% | +33.3% | +36.6% |
| 6M | -9.0% | +36.8% | -45.8% | -21.5% |
| YTD | +4.4% | +44.4% | -40.0% | -12.7% |
| 1Y | +82.7% | +45.8% | +36.8% | +51.6% |
| 3Y | +406.3% | +52.5% | +353.8% | +302.4% |
| 5Y | +238.2% | +37.7% | +200.5% | +150.2% |
| All | +238.2% | +36.2% | +201.9% | +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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling