+32.0%
Q vs HBM
+82.2%
-50.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.0% |
| 7D | +6.6% | +5.5% | +1.1% | +4.3% |
| 30D | -6.6% | +3.3% | -9.8% | -8.2% |
| 3M | -13.2% | +12.7% | -25.9% | -18.4% |
| 6M | +9.9% | +28.2% | -18.2% | -3.5% |
| YTD | +53.9% | +45.3% | +8.6% | +35.6% |
| All | +32.0% | +82.2% | -50.2% | +10.0% |
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