+31.2%
INTC vs HBM
+203.5%
-172.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -1.6% |
| 7D | +17.1% | +5.1% | +12.1% | +15.3% |
| 30D | -40.5% | -15.8% | -24.7% | -36.5% |
| 3M | -39.4% | -22.4% | -17.0% | -34.0% |
| 6M | -49.3% | -20.2% | -29.0% | -45.5% |
| YTD | +65.9% | +9.0% | +56.8% | +61.8% |
| 1Y | +61.5% | +27.4% | +34.2% | +51.0% |
| 3Y | +59.6% | +424.2% | -364.6% | +2.6% |
| 5Y | +31.2% | +196.1% | -165.0% | -6.8% |
| All | +31.2% | +203.5% | -172.4% | -6.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling