+506.5%
HBM vs RACE
+38.2%
+468.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.3% |
| 7D | +5.5% | -2.6% | +8.2% | +6.5% |
| 30D | +3.3% | -1.1% | +4.4% | +3.8% |
| 3M | +12.7% | +12.5% | +0.1% | +7.8% |
| 6M | +28.2% | +17.4% | +10.8% | +21.0% |
| YTD | +45.3% | +10.1% | +35.2% | +39.6% |
| 1Y | +121.7% | -15.1% | +136.9% | +129.0% |
| All | +506.5% | +38.2% | +468.3% | +363.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling