+458.1%
HBM vs CLBK
+52.2%
+405.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -3.3% | -1.5% | -1.8% | -2.9% |
| 30D | -4.8% | -1.0% | -3.8% | -4.6% |
| 3M | -0.4% | +22.9% | -23.3% | -6.3% |
| 6M | +17.9% | +44.2% | -26.3% | +6.1% |
| YTD | +33.7% | +64.0% | -30.3% | +15.5% |
| 1Y | +95.6% | +65.7% | +29.9% | +68.0% |
| 3Y | +458.1% | +54.1% | +404.1% | +360.4% |
| All | +458.1% | +52.2% | +405.9% | +360.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 3y: compounded portfolio wealth divided by compounded CLBK 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…
3y analysis · Full analysis span regression · 6 months rolling