+332.5%
HBM vs CPAY
+55.3%
+277.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -3.3% | -2.0% | -1.3% | -2.4% |
| 30D | -4.8% | -0.4% | -4.5% | -5.0% |
| 3M | -0.4% | +16.4% | -16.8% | -9.2% |
| 6M | +17.9% | +23.5% | -5.6% | +3.4% |
| YTD | +33.7% | +35.7% | -1.9% | +7.6% |
| 1Y | +95.6% | +30.2% | +65.4% | +60.4% |
| 3Y | +458.1% | +49.7% | +408.4% | +293.1% |
| All | +332.5% | +55.3% | +277.2% | +183.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 5y: compounded portfolio wealth divided by compounded CPAY 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…
5y analysis · Full analysis span regression · 6 months rolling