+98.2%
HBM vs ADVB
+2.9%
+95.3%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +4.1% | -11.6% | -7.5% |
| 7D | -3.7% | -5.9% | +2.1% | -3.8% |
| 30D | -3.7% | +13.9% | -17.6% | -3.6% |
| 3M | +8.0% | +127.3% | -119.3% | +7.5% |
| 6M | +15.8% | +77.0% | -61.2% | +14.1% |
| YTD | +34.4% | +51.5% | -17.2% | +32.9% |
| 1Y | +98.2% | -11.3% | +109.5% | +93.1% |
| All | +98.2% | +2.9% | +95.3% | +93.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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