+310.6%
BE vs HBM
+103.9%
+206.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -7.5% | +3.5% | +1.2% |
| 7D | +9.7% | -3.7% | +13.5% | +12.6% |
| 30D | +22.4% | -3.7% | +26.0% | +24.7% |
| 3M | +10.4% | +8.0% | +2.3% | +2.8% |
| 6M | +67.9% | +15.8% | +52.1% | +44.9% |
| YTD | +197.5% | +34.4% | +163.1% | +118.7% |
| 1Y | +310.6% | +98.2% | +212.4% | +146.5% |
| All | +310.6% | +103.9% | +206.6% | +146.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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