+458.1%
HBM vs XPO
+151.0%
+307.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -3.3% | -5.7% | +2.4% | -1.5% |
| 30D | -4.8% | -12.8% | +8.0% | -0.7% |
| 3M | -0.4% | -20.0% | +19.5% | +6.5% |
| 6M | +17.9% | -6.0% | +23.9% | +20.0% |
| YTD | +33.7% | +34.0% | -0.3% | +22.4% |
| 1Y | +95.6% | +35.6% | +60.0% | +77.5% |
| 3Y | +458.1% | +152.3% | +305.8% | +337.8% |
| All | +458.1% | +151.0% | +307.2% | +337.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 3y: compounded portfolio wealth divided by compounded XPO 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…
3y analysis · Full analysis span regression · 6 months rolling