+593.2%
HBM vs UUUU
+13.6%
+579.7%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -6.3% | -1.2% | -6.1% |
| 7D | -3.7% | -5.0% | +1.3% | -2.6% |
| 30D | -3.7% | -7.8% | +4.1% | -1.9% |
| 3M | +8.0% | -0.4% | +8.4% | +8.0% |
| 6M | +15.8% | -32.9% | +48.7% | +25.6% |
| YTD | +34.4% | -6.3% | +40.6% | +34.4% |
| 1Y | +98.2% | +7.9% | +90.2% | +86.7% |
| 3Y | +476.6% | +85.2% | +391.4% | +355.7% |
| 5Y | +331.1% | +97.0% | +234.1% | +224.4% |
| 10Y | +591.6% | +492.6% | +99.0% | +272.4% |
| All | +593.2% | +13.6% | +579.7% | +212.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling