+332.5%
HBM vs IBN
+58.3%
+274.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.4% | -1.6% |
| 7D | -3.3% | -3.0% | -0.3% | -1.6% |
| 30D | -4.8% | -1.5% | -3.3% | -4.0% |
| 3M | -0.4% | +7.9% | -8.3% | -5.2% |
| 6M | +17.9% | +8.6% | +9.2% | +12.0% |
| YTD | +33.7% | -0.6% | +34.3% | +33.0% |
| 1Y | +95.6% | -7.3% | +102.9% | +101.6% |
| 3Y | +458.1% | +26.2% | +431.9% | +358.8% |
| All | +332.5% | +58.3% | +274.1% | +202.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling