+340.7%
RVMD vs HBM
+97.2%
+243.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | -3.0% | -3.3% | +0.3% | -2.7% |
| 30D | -0.7% | -4.8% | +4.1% | -0.3% |
| 3M | +36.5% | -0.4% | +37.0% | +35.9% |
| 6M | +104.6% | +17.9% | +86.7% | +100.5% |
| YTD | +155.8% | +33.7% | +122.1% | +148.8% |
| 1Y | +340.7% | +95.6% | +245.1% | +290.5% |
| All | +340.7% | +97.2% | +243.5% | +290.5% |
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