+121.3%
HBM vs RRC
+23.4%
+98.0%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | -1.0% |
| 7D | -6.4% | +1.3% | -7.7% | -6.3% |
| 30D | +5.9% | +10.1% | -4.2% | +6.4% |
| 3M | -8.9% | +4.0% | -12.9% | -8.8% |
| 6M | +10.7% | +1.6% | +9.1% | +9.5% |
| YTD | +38.3% | +19.7% | +18.6% | +31.3% |
| 1Y | +121.3% | +21.4% | +99.9% | +122.3% |
| All | +121.3% | +23.4% | +98.0% | +122.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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