+163.1%
GH vs HBM
+123.0%
+40.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.2% | +0.4% |
| 7D | -0.1% | -6.4% | +6.3% | +0.8% |
| 30D | -1.1% | +5.9% | -7.0% | -1.9% |
| 3M | +21.3% | -8.9% | +30.2% | +22.0% |
| 6M | +73.5% | +10.7% | +62.9% | +68.8% |
| YTD | +58.0% | +38.3% | +19.8% | +53.1% |
| 1Y | +163.1% | +121.3% | +41.7% | +164.7% |
| All | +163.1% | +123.0% | +40.1% | +164.7% |
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