+49.8%
HBM vs RVTY
+74.0%
-24.2%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.5% | +6.1% | +4.4% |
| 7D | -5.8% | -3.6% | -2.3% | -4.8% |
| 30D | -18.5% | +1.4% | -19.8% | -18.8% |
| 3M | -10.3% | +43.2% | -53.5% | -20.3% |
| 6M | +2.1% | +84.5% | -82.4% | -17.1% |
| YTD | +12.0% | +65.2% | -53.2% | -11.4% |
| 1Y | +49.8% | +74.3% | -24.6% | +17.3% |
| All | +49.8% | +74.0% | -24.2% | +17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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