+95.6%
HBM vs IBN
-5.9%
+101.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.4% | -1.2% |
| 7D | -3.3% | -3.0% | -0.3% | -2.2% |
| 30D | -4.8% | -1.5% | -3.3% | -4.3% |
| 3M | -0.4% | +7.9% | -8.3% | -3.6% |
| 6M | +17.9% | +8.6% | +9.2% | +12.6% |
| YTD | +33.7% | -0.6% | +34.3% | +25.1% |
| 1Y | +95.6% | -7.3% | +102.9% | +82.3% |
| All | +95.6% | -5.9% | +101.5% | +82.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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