+96.6%
HBM vs COO
-19.9%
+116.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -14.7% | +7.1% | -5.4% |
| 7D | -3.7% | -23.3% | +19.6% | -1.1% |
| 30D | -3.7% | -29.5% | +25.8% | -0.7% |
| 3M | +8.0% | -20.0% | +28.0% | +10.3% |
| 6M | +15.8% | -27.2% | +43.0% | +26.5% |
| YTD | +34.4% | -33.9% | +68.3% | +51.1% |
| All | +96.6% | -19.9% | +116.5% | +107.6% |
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