+57.4%
HL vs BEN
+4,901.8%
-4,844.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.8% | -1.0% |
| 7D | +7.1% | +4.7% | +2.4% | +5.5% |
| 30D | +21.4% | +2.6% | +18.8% | +20.5% |
| 3M | +37.4% | +11.5% | +25.9% | +33.0% |
| 6M | +0.4% | +35.3% | -34.9% | -8.4% |
| YTD | +6.7% | +48.6% | -42.0% | -5.6% |
| 1Y | +102.4% | +46.7% | +55.7% | +79.5% |
| 3Y | +417.4% | +57.0% | +360.4% | +343.2% |
| 5Y | +243.3% | +41.8% | +201.5% | +200.2% |
| 10Y | +242.6% | +55.2% | +187.3% | +181.9% |
| All | +57.4% | +4,901.8% | -4,844.4% | +31.2% |
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 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