+33.0%
HBM vs BRKR
+53.7%
-20.7%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.6% | -4.0% | -0.3% |
| 7D | -3.6% | +7.4% | -11.1% | -6.0% |
| 30D | -19.2% | +2.7% | -21.8% | -19.9% |
| 3M | -20.5% | +19.7% | -40.2% | -25.0% |
| 6M | -12.8% | +45.2% | -58.0% | -28.2% |
| YTD | +5.4% | +30.6% | -25.1% | -15.0% |
| 1Y | +33.0% | +56.6% | -23.7% | -0.5% |
| All | +33.0% | +53.7% | -20.7% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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