+588.2%
HBM vs RRC
+4.9%
+583.3%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | 0.0% |
| 7D | -3.3% | -1.8% | -1.5% | -2.8% |
| 30D | -4.8% | +2.7% | -7.5% | -5.7% |
| 3M | -0.4% | +8.8% | -9.3% | -3.4% |
| 6M | +17.9% | -1.2% | +19.1% | +16.8% |
| YTD | +33.7% | +17.6% | +16.1% | +24.9% |
| 1Y | +95.6% | +18.4% | +77.2% | +81.5% |
| 3Y | +458.1% | +33.1% | +425.0% | +395.1% |
| 5Y | +329.0% | +148.2% | +180.8% | +201.4% |
| All | +588.2% | +4.9% | +583.3% | +433.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling