+376.6%
GH vs HBM
+460.9%
-84.3%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -7.5% | +5.2% | -0.4% |
| 7D | -1.2% | -3.7% | +2.5% | -0.4% |
| 30D | -3.7% | -3.7% | 0.0% | -3.0% |
| 3M | +21.7% | +8.0% | +13.7% | +17.5% |
| 6M | +75.7% | +15.8% | +60.0% | +64.7% |
| YTD | +55.7% | +34.4% | +21.3% | +37.3% |
| 1Y | +181.1% | +98.2% | +83.0% | +116.2% |
| All | +376.6% | +460.9% | -84.3% | +128.4% |
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 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