+121.3%
HBM vs BRKR
+100.6%
+20.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.5% |
| 7D | -6.4% | +2.5% | -8.8% | -6.9% |
| 30D | +5.9% | +11.5% | -5.6% | +3.1% |
| 3M | -8.9% | -2.4% | -6.5% | -10.1% |
| 6M | +10.7% | +52.3% | -41.6% | -6.0% |
| YTD | +38.3% | +24.5% | +13.8% | +19.4% |
| 1Y | +121.3% | +97.3% | +24.0% | +98.0% |
| All | +121.3% | +100.6% | +20.8% | +98.0% |
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