+1,803.2%
BE vs HBM
+430.7%
+1,372.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.5% | -2.1% | -2.7% |
| 7D | +20.5% | +5.1% | +15.5% | +17.3% |
| 30D | -23.4% | -15.8% | -7.5% | -14.0% |
| 3M | -14.9% | -22.4% | +7.6% | -0.4% |
| 6M | -28.1% | -20.2% | -7.8% | -17.9% |
| YTD | +132.4% | +9.0% | +123.4% | +118.9% |
| 1Y | +59.4% | +27.4% | +32.0% | +37.9% |
| All | +1,803.2% | +430.7% | +1,372.6% | +475.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling