+358.3%
DELL vs HBM
+97.2%
+261.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.5% | +12.5% | +12.1% |
| 7D | +8.2% | -3.3% | +11.5% | +9.4% |
| 30D | +17.1% | -4.8% | +21.9% | +18.8% |
| 3M | +45.2% | -0.4% | +45.6% | +43.2% |
| 6M | +286.8% | +17.9% | +268.9% | +266.6% |
| YTD | +354.8% | +33.7% | +321.1% | +311.5% |
| 1Y | +358.3% | +95.6% | +262.7% | +261.1% |
| All | +358.3% | +97.2% | +261.1% | +261.1% |
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