+121.3%
HBM vs COO
+4.1%
+117.2%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.5% | -0.9% |
| 7D | -6.4% | -2.2% | -4.1% | -6.2% |
| 30D | +5.9% | -7.0% | +12.9% | +6.2% |
| 3M | -8.9% | +12.2% | -21.1% | -11.3% |
| 6M | +10.7% | -15.1% | +25.8% | +21.2% |
| YTD | +38.3% | -15.1% | +53.4% | +51.5% |
| 1Y | +121.3% | +2.3% | +119.0% | +128.1% |
| All | +121.3% | +4.1% | +117.2% | +128.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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