+121.3%
HBM vs MDY
+17.9%
+103.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.1% | -1.2% |
| 7D | -6.4% | +0.1% | -6.5% | -6.5% |
| 30D | +5.9% | -1.5% | +7.4% | +9.1% |
| 3M | -8.9% | +0.8% | -9.7% | -9.1% |
| 6M | +10.7% | +7.4% | +3.2% | -0.4% |
| YTD | +38.3% | +15.2% | +23.1% | +13.0% |
| 1Y | +121.3% | +16.5% | +104.8% | +76.1% |
| All | +121.3% | +17.9% | +103.4% | +76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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