+228.7%
HL vs BLK
+32.0%
+196.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -2.3% |
| 7D | -4.4% | -3.3% | -1.0% | -2.2% |
| 30D | +9.3% | -6.5% | +15.8% | +14.0% |
| 3M | +32.0% | +6.7% | +25.2% | +25.5% |
| 6M | -6.4% | +14.7% | -21.2% | -15.0% |
| YTD | +3.1% | +2.5% | +0.6% | +0.6% |
| 1Y | +77.6% | -2.8% | +80.3% | +79.8% |
| 3Y | +392.8% | +65.9% | +327.0% | +244.8% |
| All | +228.7% | +32.0% | +196.7% | +144.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling