+34.9%
HBM vs IRE
-97.6%
+132.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -14.4% | +13.3% | +0.8% |
| 7D | +2.2% | -31.8% | +34.1% | +6.9% |
| 30D | -11.8% | -71.8% | +60.0% | 0.0% |
| 3M | -19.2% | -88.9% | +69.7% | +1.5% |
| 6M | -22.9% | -95.4% | +72.5% | +2.4% |
| YTD | +7.8% | -94.2% | +102.0% | +32.8% |
| 1Y | +34.9% | -97.1% | +132.0% | +73.6% |
| All | +34.9% | -97.6% | +132.5% | +73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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