+32.4%
HBM vs ALLE
+15.9%
+16.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -0.3% |
| 7D | -1.3% | -0.8% | -0.4% | -1.0% |
| 30D | -14.8% | +27.4% | -42.2% | -21.0% |
| 3M | -20.7% | +13.8% | -34.5% | -23.0% |
| 6M | -13.9% | +45.5% | -59.4% | -25.5% |
| YTD | +10.6% | +21.4% | -10.8% | +4.3% |
| 1Y | +32.4% | +15.4% | +17.0% | +31.6% |
| All | +32.4% | +15.9% | +16.5% | +31.6% |
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