+252.2%
HL vs BWA
+85.3%
+166.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.5% | +3.4% | +2.6% |
| 7D | +0.4% | +0.1% | +0.3% | +0.3% |
| 30D | +18.8% | -5.6% | +24.4% | +21.6% |
| 3M | +43.7% | -10.7% | +54.4% | +51.0% |
| 6M | -1.0% | +23.2% | -24.2% | -8.7% |
| YTD | +8.7% | +46.0% | -37.3% | -8.4% |
| 1Y | +105.0% | +51.2% | +53.8% | +70.5% |
| 3Y | +427.3% | +69.6% | +357.7% | +305.9% |
| All | +252.2% | +85.3% | +166.9% | +134.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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