+57.4%
INTC vs HBM
+47.3%
+10.1%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.6% | -7.4% | -5.7% |
| 7D | -39.0% | -5.8% | -33.2% | -36.3% |
| 30D | -49.8% | -18.5% | -31.4% | -44.0% |
| 3M | -42.2% | -10.3% | -32.0% | -38.9% |
| 6M | -39.2% | +2.1% | -41.3% | -39.3% |
| YTD | +57.9% | +12.0% | +45.9% | +48.0% |
| 1Y | +57.4% | +49.8% | +7.6% | +25.2% |
| All | +57.4% | +47.3% | +10.1% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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