+25.0%
HL vs BTG
+24.4%
+0.6%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +8.7% | +4.4% | +6.2% |
| 7D | +0.2% | -0.2% | +0.4% | +0.5% |
| 30D | -12.1% | -0.8% | -11.3% | -11.3% |
| 3M | -2.8% | +31.8% | -34.7% | -22.2% |
| 6M | -14.9% | +20.4% | -35.3% | -25.9% |
| YTD | -22.0% | +14.7% | -36.8% | -29.0% |
| 1Y | +25.0% | +29.4% | -4.3% | +7.0% |
| All | +25.0% | +24.4% | +0.6% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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