+0.8%
HL vs BN
+15,531.3%
-15,530.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | -1.2% |
| 7D | -11.1% | -1.0% | -10.1% | -10.6% |
| 30D | -12.1% | +14.0% | -26.0% | -16.9% |
| 3M | -26.1% | -9.0% | -17.1% | -22.8% |
| 6M | -37.7% | -8.8% | -28.9% | -34.9% |
| YTD | -31.7% | -10.3% | -21.4% | -28.4% |
| 1Y | -11.6% | -5.8% | -5.8% | -9.3% |
| 3Y | +249.6% | +94.8% | +154.9% | +158.5% |
| 5Y | +108.5% | +31.5% | +77.1% | +80.5% |
| 10Y | +127.0% | +291.9% | -164.9% | +23.6% |
| All | +0.8% | +15,531.3% | -15,530.5% | -64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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