+34.9%
HBM vs ALLE
+15.3%
+19.6%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -1.4% |
| 7D | +2.2% | +3.6% | -1.3% | +1.3% |
| 30D | -11.8% | +25.9% | -37.7% | -17.3% |
| 3M | -19.2% | +15.8% | -35.0% | -21.8% |
| 6M | -22.9% | +48.1% | -71.0% | -33.2% |
| YTD | +7.8% | +22.0% | -14.2% | +3.2% |
| 1Y | +34.9% | +18.0% | +16.9% | +31.7% |
| All | +34.9% | +15.3% | +19.6% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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