+458.1%
HBM vs RVTY
+17.0%
+441.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.8% | -3.3% | -1.7% |
| 7D | -3.3% | -4.5% | +1.2% | -1.4% |
| 30D | -4.8% | +5.5% | -10.3% | -7.0% |
| 3M | -0.4% | +22.5% | -23.0% | -9.4% |
| 6M | +17.9% | +38.9% | -21.0% | +1.3% |
| YTD | +33.7% | +28.7% | +5.0% | +17.0% |
| 1Y | +95.6% | +45.5% | +50.1% | +60.8% |
| 3Y | +458.1% | +16.4% | +441.8% | +411.5% |
| All | +458.1% | +17.0% | +441.1% | +411.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling