+678.3%
DELL vs HBM
+506.5%
+171.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.5% |
| 7D | +8.7% | +5.5% | +3.2% | +6.7% |
| 30D | +16.9% | +3.3% | +13.6% | +15.4% |
| 3M | +40.4% | +12.7% | +27.8% | +33.2% |
| 6M | +267.1% | +28.2% | +238.9% | +231.4% |
| YTD | +329.1% | +45.3% | +283.8% | +264.3% |
| 1Y | +346.9% | +121.7% | +225.2% | +223.2% |
| All | +678.3% | +506.5% | +171.8% | +308.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling