+138.4%
HLT vs BEN
+36.0%
+102.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -1.6% | -3.1% | +1.5% | -0.4% |
| 30D | -5.0% | +0.2% | -5.2% | -5.2% |
| 3M | -10.4% | +6.8% | -17.2% | -13.0% |
| 6M | +3.2% | +38.1% | -34.9% | -9.9% |
| YTD | +6.7% | +44.3% | -37.6% | -8.7% |
| 1Y | +10.3% | +42.6% | -32.3% | -5.5% |
| 3Y | +99.3% | +52.3% | +47.0% | +60.9% |
| All | +138.4% | +36.0% | +102.4% | +95.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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