+62.2%
INTC vs HBM
+430.7%
-368.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -1.5% |
| 7D | +17.1% | +5.1% | +12.1% | +14.7% |
| 30D | -40.5% | -15.8% | -24.7% | -35.4% |
| 3M | -39.4% | -22.4% | -17.0% | -32.6% |
| 6M | -49.3% | -20.2% | -29.0% | -44.7% |
| YTD | +65.9% | +9.0% | +56.8% | +59.7% |
| 1Y | +61.5% | +27.4% | +34.2% | +47.2% |
| All | +62.2% | +430.7% | -368.4% | +0.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling