+99.3%
HLT vs BN
+70.0%
+29.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.5% | -0.2% |
| 7D | -1.6% | -5.2% | +3.6% | +0.5% |
| 30D | -5.0% | -14.5% | +9.5% | +1.0% |
| 3M | -10.4% | -15.0% | +4.6% | -4.6% |
| 6M | +3.2% | -5.4% | +8.6% | +5.0% |
| YTD | +6.7% | -16.4% | +23.2% | +13.5% |
| 1Y | +10.3% | -16.2% | +26.5% | +16.6% |
| 3Y | +99.3% | +67.5% | +31.8% | +64.3% |
| All | +99.3% | +70.0% | +29.4% | +64.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling