+96.6%
HBM vs URA
+11.6%
+85.0%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -4.0% | -3.6% | -4.5% |
| 7D | -3.7% | -1.5% | -2.2% | -2.4% |
| 30D | -3.7% | -0.4% | -3.3% | -3.2% |
| 3M | +8.0% | +6.3% | +1.8% | +4.2% |
| 6M | +15.8% | -14.0% | +29.8% | +28.6% |
| YTD | +34.4% | +5.3% | +29.1% | +37.3% |
| All | +96.6% | +11.6% | +85.0% | +110.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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