+143.3%
DELL vs HBM
+47.3%
+96.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +3.6% | -12.5% | -10.1% |
| 7D | -24.6% | -5.8% | -18.7% | -22.9% |
| 30D | -32.5% | -18.5% | -14.0% | -27.4% |
| 3M | -20.2% | -10.3% | -9.9% | -17.0% |
| 6M | +76.5% | +2.1% | +74.4% | +79.5% |
| YTD | +198.9% | +12.0% | +186.9% | +194.6% |
| 1Y | +143.3% | +49.8% | +93.6% | +114.4% |
| All | +143.3% | +47.3% | +96.1% | +114.4% |
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