+1,784.6%
BE vs HBM
+522.1%
+1,262.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +5.8% | +3.9% | +6.3% |
| 7D | +29.8% | +7.4% | +22.4% | +24.7% |
| 30D | +26.4% | +5.1% | +21.3% | +22.3% |
| 3M | +9.3% | +11.1% | -1.8% | +2.2% |
| 6M | +105.1% | +30.2% | +74.8% | +71.6% |
| YTD | +219.0% | +46.2% | +172.8% | +149.2% |
| 1Y | +418.8% | +120.0% | +298.7% | +229.1% |
| 3Y | +1,784.6% | +527.4% | +1,257.2% | +439.5% |
| All | +1,784.6% | +522.1% | +1,262.5% | +439.5% |
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 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