+121.3%
HBM vs UUUU
+27.9%
+93.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.8% | -1.2% |
| 7D | -6.4% | -1.4% | -5.0% | -5.9% |
| 30D | +5.9% | +16.3% | -10.4% | +0.7% |
| 3M | -8.9% | -16.7% | +7.8% | -4.3% |
| 6M | +10.7% | -33.7% | +44.3% | +21.2% |
| YTD | +38.3% | -0.5% | +38.7% | +44.1% |
| 1Y | +121.3% | +28.9% | +92.5% | +143.6% |
| All | +121.3% | +27.9% | +93.4% | +143.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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