+36.6%
BP vs HBM
+47.3%
-10.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +3.6% | -7.8% | -4.1% |
| 7D | -8.4% | -5.8% | -2.5% | -8.5% |
| 30D | +2.2% | -18.5% | +20.7% | +1.9% |
| 3M | +8.8% | -10.3% | +19.1% | +8.5% |
| 6M | -0.5% | +2.1% | -2.6% | 0.0% |
| YTD | +36.2% | +12.0% | +24.2% | +33.1% |
| 1Y | +36.6% | +49.8% | -13.2% | +27.7% |
| All | +36.6% | +47.3% | -10.7% | +27.7% |
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