+0.8%
HL vs BEN
+5,152.6%
-5,151.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.4% | -2.3% | -2.0% |
| 7D | -11.1% | +6.8% | -17.9% | -12.9% |
| 30D | -12.1% | +18.0% | -30.1% | -16.3% |
| 3M | -26.1% | +7.5% | -33.6% | -27.6% |
| 6M | -37.7% | +14.7% | -52.4% | -40.1% |
| YTD | -31.7% | +56.1% | -87.8% | -40.3% |
| 1Y | -11.6% | +69.6% | -81.2% | -24.6% |
| 3Y | +249.6% | +87.7% | +162.0% | +184.5% |
| 5Y | +108.5% | +28.6% | +79.9% | +88.1% |
| 10Y | +127.0% | +59.8% | +67.2% | +85.2% |
| All | +0.8% | +5,152.6% | -5,151.8% | -17.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling