+332.5%
HBM vs UUUU
+79.1%
+253.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.0% | +4.5% | +1.2% |
| 7D | -3.3% | -10.5% | +7.2% | +0.5% |
| 30D | -4.8% | -10.5% | +5.7% | -1.2% |
| 3M | -0.4% | -14.1% | +13.7% | +4.3% |
| 6M | +17.9% | -35.5% | +53.4% | +34.4% |
| YTD | +33.7% | -10.9% | +44.6% | +34.9% |
| 1Y | +95.6% | +3.4% | +92.2% | +76.9% |
| 3Y | +458.1% | +73.1% | +385.0% | +267.8% |
| All | +332.5% | +79.1% | +253.3% | +163.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling