+133.9%
HL vs BLK
+3.3%
+130.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.2% |
| 7D | +1.5% | -3.6% | +5.1% | +4.3% |
| 30D | +25.1% | -1.0% | +26.1% | +25.6% |
| 3M | +22.9% | +10.4% | +12.5% | +12.8% |
| 6M | -4.9% | +8.2% | -13.1% | -10.7% |
| YTD | +7.8% | +6.0% | +1.8% | +0.5% |
| 1Y | +133.9% | +3.3% | +130.5% | +132.2% |
| All | +133.9% | +3.3% | +130.6% | +132.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 1y: compounded portfolio wealth divided by compounded BLK 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…
1y analysis · Full analysis span regression · 6 months rolling