+49.8%
HBM vs MKTX
+5.4%
+44.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.7% | +3.6% |
| 7D | -5.8% | +0.5% | -6.3% | -5.8% |
| 30D | -18.5% | +1.0% | -19.4% | -18.5% |
| 3M | -10.3% | +2.5% | -12.8% | -10.2% |
| 6M | +2.1% | +8.0% | -5.9% | -1.1% |
| YTD | +12.0% | -7.3% | +19.3% | +10.5% |
| 1Y | +49.8% | +4.7% | +45.1% | +48.0% |
| All | +49.8% | +5.4% | +44.4% | +48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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