+253.9%
HBM vs BIYA
-99.8%
+353.7%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.6% |
| 7D | +5.5% | +2.7% | +2.8% | +5.6% |
| 30D | +3.3% | -16.7% | +20.0% | +2.9% |
| 3M | +12.7% | -74.6% | +87.3% | +12.1% |
| 6M | +28.2% | -85.4% | +113.6% | +30.8% |
| YTD | +45.3% | -94.2% | +139.5% | +48.8% |
| 1Y | +121.7% | -98.6% | +220.3% | +138.0% |
| All | +253.9% | -99.8% | +353.7% | +289.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 all: compounded portfolio wealth divided by compounded BIYA 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…
all analysis · Full analysis span regression · 6 months rolling