+620.2%
HL vs BLK
+12,788.7%
-12,168.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -3.6% |
| 7D | -5.6% | -5.2% | -0.4% | -3.4% |
| 30D | +12.7% | -7.0% | +19.8% | +16.2% |
| 3M | +42.5% | +5.7% | +36.9% | +38.8% |
| 6M | -9.0% | +11.0% | -20.0% | -13.0% |
| YTD | +4.4% | +0.9% | +3.5% | +3.9% |
| 1Y | +82.7% | -1.6% | +84.3% | +84.2% |
| 3Y | +406.3% | +64.5% | +341.8% | +309.6% |
| 5Y | +238.2% | +30.9% | +207.3% | +198.3% |
| 10Y | +268.9% | +275.1% | -6.2% | +111.1% |
| All | +620.2% | +12,788.7% | -12,168.6% | +97.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling