+332.5%
HBM vs WU
-51.3%
+383.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.7% |
| 7D | -3.3% | -3.5% | +0.2% | -2.2% |
| 30D | -4.8% | -2.9% | -1.9% | -4.1% |
| 3M | -0.4% | -2.3% | +1.8% | -2.1% |
| 6M | +17.9% | -25.4% | +43.2% | +28.3% |
| YTD | +33.7% | -21.2% | +54.9% | +41.3% |
| 1Y | +95.6% | -8.9% | +104.5% | +92.7% |
| 3Y | +458.1% | -29.0% | +487.1% | +492.9% |
| All | +332.5% | -51.3% | +383.8% | +452.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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