+319.1%
DELL vs HBM
+123.0%
+196.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.8% |
| 7D | +14.9% | -6.4% | +21.2% | +17.4% |
| 30D | +13.3% | +5.9% | +7.4% | +11.1% |
| 3M | +24.4% | -8.9% | +33.3% | +25.3% |
| 6M | +258.0% | +10.7% | +247.3% | +242.0% |
| YTD | +320.2% | +38.3% | +281.9% | +276.6% |
| 1Y | +319.1% | +121.3% | +197.7% | +242.4% |
| All | +319.1% | +123.0% | +196.1% | +242.4% |
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