+331.1%
HBM vs URA
+121.8%
+209.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -4.0% | -3.6% | -4.7% |
| 7D | -3.7% | -1.5% | -2.2% | -2.5% |
| 30D | -3.7% | -0.4% | -3.3% | -3.2% |
| 3M | +8.0% | +6.3% | +1.8% | +4.3% |
| 6M | +15.8% | -14.0% | +29.8% | +30.0% |
| YTD | +34.4% | +5.3% | +29.1% | +31.2% |
| 1Y | +98.2% | +11.7% | +86.5% | +81.6% |
| 3Y | +476.6% | +109.8% | +366.8% | +222.0% |
| 5Y | +331.1% | +108.0% | +223.2% | +136.5% |
| All | +331.1% | +121.8% | +209.3% | +136.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling