+2,157.4%
TTMI vs HBM
+654.4%
+1,503.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +5.8% | -2.8% | +1.5% |
| 7D | +12.2% | +7.4% | +4.8% | +10.0% |
| 30D | -5.7% | +5.1% | -10.8% | -7.2% |
| 3M | -27.5% | +11.1% | -38.6% | -29.7% |
| 6M | +47.1% | +30.2% | +16.9% | +36.6% |
| YTD | +87.5% | +46.2% | +41.2% | +67.5% |
| 1Y | +175.2% | +120.0% | +55.2% | +121.4% |
| 3Y | +901.9% | +527.4% | +374.5% | +492.5% |
| 5Y | +843.5% | +400.4% | +443.1% | +451.9% |
| 10Y | +1,077.0% | +621.5% | +455.5% | +393.2% |
| All | +2,157.4% | +654.4% | +1,503.0% | +610.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling