+6,025.6%
BKNG vs HBM
+593.2%
+5,432.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -7.5% | +8.0% | +1.9% |
| 7D | -10.7% | -3.7% | -6.9% | -10.2% |
| 30D | -18.1% | -3.7% | -14.4% | -17.9% |
| 3M | +8.5% | +8.0% | +0.5% | +5.7% |
| 6M | -0.1% | +15.8% | -15.8% | -5.1% |
| YTD | -18.2% | +34.4% | -52.6% | -25.4% |
| 1Y | -19.9% | +98.2% | -118.0% | -32.8% |
| 3Y | +41.6% | +476.6% | -435.0% | -7.7% |
| 5Y | +93.1% | +331.1% | -238.0% | +27.6% |
| 10Y | +214.8% | +591.6% | -376.8% | +62.4% |
| All | +6,025.6% | +593.2% | +5,432.3% | +2,974.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling