+25.0%
HL vs BX
-8.3%
+33.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +6.2% | +6.9% | +10.6% |
| 7D | +0.2% | +8.3% | -8.1% | -2.8% |
| 30D | -12.1% | +13.5% | -25.7% | -16.5% |
| 3M | -2.8% | -7.6% | +4.8% | +0.1% |
| 6M | -14.9% | +4.0% | -19.0% | -16.1% |
| YTD | -22.0% | -15.2% | -6.9% | -18.0% |
| 1Y | +25.0% | -8.5% | +33.5% | +28.3% |
| All | +25.0% | -8.3% | +33.3% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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