+98.2%
HBM vs RACE
-13.6%
+111.7%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +1.6% | -9.1% | -8.1% |
| 7D | -3.7% | -2.2% | -1.5% | -3.0% |
| 30D | -3.7% | -0.4% | -3.3% | -3.4% |
| 3M | +8.0% | +17.9% | -9.9% | +2.5% |
| 6M | +15.8% | +19.3% | -3.5% | +9.0% |
| YTD | +34.4% | +11.9% | +22.5% | +27.6% |
| 1Y | +98.2% | -12.7% | +110.9% | +89.3% |
| All | +98.2% | -13.6% | +111.7% | +89.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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