+460.9%
HBM vs RGEN
+1.9%
+459.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -0.2% | -7.3% | -7.5% |
| 7D | -3.7% | -2.9% | -0.8% | -2.9% |
| 30D | -3.7% | -0.1% | -3.6% | -3.6% |
| 3M | +8.0% | +25.9% | -17.9% | +0.1% |
| 6M | +15.8% | +35.2% | -19.4% | +4.2% |
| YTD | +34.4% | +0.5% | +33.9% | +32.4% |
| 1Y | +98.2% | +37.0% | +61.2% | +77.3% |
| All | +460.9% | +1.9% | +459.0% | +476.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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